Neighborhood Healthcare 403(B) Retirement Plan — Form 5500 plan (Neighborhood Healthcare)

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, Neighborhood Healthcare 403(B) Retirement Plan is a benefit plan reported by Neighborhood Healthcare under EIN 95-2796316 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,404 participants and $48,756,193 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Neighborhood Healthcare
EIN
95-2796316
Plan number
002
Plan type
2
Location
Escondido, CA
Latest filing year
2023
Participants
1,404
End-of-year plan assets
$48,756,193

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,404H, C20241015123512NAL0047928176001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$48,756,193
Total liabilities (EOY)
$2,017
Net assets (EOY)
$48,754,176
Net assets (BOY)
$39,833,161

Income & contributions

Employer contributions
$2,104,511
Participant contributions
$4,545,462
Total contributions
$7,233,221
Total income / additions
$13,758,321

Expenses & distributions

Benefits paid
$4,683,390
Administrative expenses
$139,572
Total expenses
$4,837,306
Net increase / (decrease)
$8,921,015

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity InsuranceRECORDKEEPER$91,321$02023
Ascensus Holdings Inc DbaCONTRACT ADMIN$40,109not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$1,742not reported in the loaded dataset2023

Related Form 5500 pages