La Clinica Del Valle Family Health Care Center, Inc. 403(B) Plan — Form 5500 plan (La Clinica Del Valle Family Health Care Center, 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, La Clinica Del Valle Family Health Care Center, Inc. 403(B) Plan is a benefit plan reported by La Clinica Del Valle Family Health Care Center, Inc. under EIN 94-3096772 and plan number 001. The latest loaded filing year is 2023. The filing reports 569 participants and $24,314,962 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
La Clinica Del Valle Family Health Care Center, Inc.
EIN
94-3096772
Plan number
001
Plan type
2
Location
Medford, OR
Latest filing year
2023
Participants
569
End-of-year plan assets
$24,314,962

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023569H, C20241010125905NAL0021004241001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,314,962
Total liabilities (EOY)
$5,066
Net assets (EOY)
$24,309,896
Net assets (BOY)
$20,873,185

Income & contributions

Employer contributions
$792,911
Participant contributions
$1,595,409
Total contributions
$2,441,637
Total income / additions
$5,295,191

Expenses & distributions

Benefits paid
$1,803,989
Administrative expenses
$47,161
Total expenses
$1,858,480
Net increase / (decrease)
$3,436,711

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$45,983$02023
Northwest Retirement Plans IncCONTRACT ADMINISTRATOR$1,150$8,1732023

Related Form 5500 pages