Clinica De Salud Del Valle De Salinas 403(B) Plan — Form 5500 plan (Clinica De Salud Del Valle De Salinas)
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, Clinica De Salud Del Valle De Salinas 403(B) Plan is a benefit plan reported by Clinica De Salud Del Valle De Salinas under EIN 94-2652757 and plan number 001. The latest loaded filing year is 2023. The filing reports 353 participants and $7,619,959 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clinica De Salud Del Valle De Salinas
- EIN
- 94-2652757
- Plan number
- 001
- Plan type
- 2
- Location
- Salinas, CA
- Latest filing year
- 2023
- Participants
- 353
- End-of-year plan assets
- $7,619,959
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 353 | H, C | 20241014175345NAL0045558864001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,619,959
- Total liabilities (EOY)
- $101,128
- Net assets (EOY)
- $7,518,831
- Net assets (BOY)
- $5,839,926
Income & contributions
- Employer contributions
- $161,254
- Participant contributions
- $917,813
- Total contributions
- $1,089,150
- Total income / additions
- $2,166,488
Expenses & distributions
- Benefits paid
- $384,849
- Administrative expenses
- $102,734
- Total expenses
- $487,583
- Net increase / (decrease)
- $1,678,905
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide Life Insurance Company | TRUST CUSTODIAN | $92,854 | $57 | 2023 |
| Reliastar Life Insurance Company | SERVICE PROVIDER | $0 | $26,942 | 2023 |
| Iron-Co-Fid Comprehensive | ADVISOR | $5,385 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Clinica De Salud Del Valle De Salinas
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Salinas, CA
- Nationwide Life Insurance Company — Schedule C compensation
- Reliastar Life Insurance Company — Schedule C compensation
- Iron-Co-Fid Comprehensive — Schedule C compensation