Plan5500

Thc 403(B) Plan — Form 5500 plan (Tenderloin Housing Clinic, Inc.)

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, Thc 403(B) Plan is a benefit plan reported by Tenderloin Housing Clinic, Inc. under EIN 94-2681706 and plan number 001. The latest loaded filing year is 2023. The filing reports 468 participants and $5,164,869 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tenderloin Housing Clinic, Inc.
EIN
94-2681706
Plan number
001
Plan type
2
Location
San Francisco, CA
Latest filing year
2023
Participants
468
End-of-year plan assets
$5,164,869

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023468H, C20250130171917NAL0001113985001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,164,869
Total liabilities (EOY)
$0
Net assets (EOY)
$5,164,869
Net assets (BOY)
$4,381,131

Income & contributions

Employer contributions
$270,909
Participant contributions
$385,704
Total contributions
$656,613
Total income / additions
$1,284,731

Expenses & distributions

Benefits paid
$472,435
Administrative expenses
$28,558
Total expenses
$500,993
Net increase / (decrease)
$783,738

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideSERVICE PROVIDER$21,665$1,2452023
Cetera Advisor Networks LLCINVESTMENT ADVISOR$20,585not reported in the loaded dataset2023
Peery & Associates, Inc.RECORDKEEPER$6,875not reported in the loaded dataset2023

Related Form 5500 pages