Vista Community Clinic Tax Deferred Annuity Plan — Form 5500 plan (Vista Community 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, Vista Community Clinic Tax Deferred Annuity Plan is a benefit plan reported by Vista Community Clinic under EIN 95-2815615 and plan number 001. The latest loaded filing year is 2023. The filing reports 962 participants and $34,783,451 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vista Community Clinic
- EIN
- 95-2815615
- Plan number
- 001
- Plan type
- 2
- Location
- Vista, CA
- Latest filing year
- 2023
- Participants
- 962
- End-of-year plan assets
- $34,783,451
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 962 | H, C | 20250401115654NAL0003989539001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,783,451
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,783,451
- Net assets (BOY)
- $27,044,506
Income & contributions
- Employer contributions
- $1,279,109
- Participant contributions
- $3,133,399
- Total contributions
- $4,513,000
- Total income / additions
- $8,897,702
Expenses & distributions
- Benefits paid
- $1,090,373
- Administrative expenses
- $59,828
- Total expenses
- $1,158,757
- Net increase / (decrease)
- $7,738,945
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $59,828 | $0 | 2023 |