Plan5500

Henrietta Weill Memorial Child Guidance Clinic 403b Plan — Form 5500 plan (Henrietta Weill Memorial Child Guidance Clinic)

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, Henrietta Weill Memorial Child Guidance Clinic 403b Plan is a benefit plan reported by Henrietta Weill Memorial Child Guidance Clinic under EIN 95-1643391 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $5,186,140 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Henrietta Weill Memorial Child Guidance Clinic
EIN
95-1643391
Plan number
001
Plan type
2
Location
Bakersfield, CA
Latest filing year
2023
Participants
185
End-of-year plan assets
$5,186,140

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023185H, C20240904183013NAL0033441152001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,186,140
Total liabilities (EOY)
$0
Net assets (EOY)
$5,186,140
Net assets (BOY)
$4,187,331

Income & contributions

Employer contributions
$314,918
Participant contributions
$249,001
Total contributions
$579,041
Total income / additions
$1,220,259

Expenses & distributions

Benefits paid
$217,197
Administrative expenses
$4,253
Total expenses
$221,450
Net increase / (decrease)
$998,809

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$23,558$02023
Wells Fargo AdvisorsBROKER$0$22,9902023
Norton James Retirement ServicesTPA$3,540$2,6742023

Related Form 5500 pages