Indian Health Center Of Santa Clara Valley 401(K) Plan — Form 5500 plan (Indian Health Center Of Santa Clara Valley)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Indian Health Center Of Santa Clara Valley 401(K) Plan is a benefit plan reported by Indian Health Center Of Santa Clara Valley under EIN 94-2476242 and plan number 001. The latest loaded filing year is 2023. The filing reports 373 participants and $14,086,064 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Indian Health Center Of Santa Clara Valley
- EIN
- 94-2476242
- Plan number
- 001
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 373
- End-of-year plan assets
- $14,086,064
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 373 | H, C | 20241011140041NAL0010994691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,086,064
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,086,064
- Net assets (BOY)
- $11,218,235
Income & contributions
- Employer contributions
- $558,566
- Participant contributions
- $1,330,207
- Total contributions
- $1,910,458
- Total income / additions
- $3,861,853
Expenses & distributions
- Benefits paid
- $959,101
- Administrative expenses
- $34,923
- Total expenses
- $994,024
- Net increase / (decrease)
- $2,867,829
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $4,614 | $40,696 | 2023 |
| Cbiz Investment Advisory | NONE | $0 | $31,883 | 2023 |