Sfvcmhc, Inc. 403(B) Plan — Form 5500 plan (San Fernando Valley Community Mental Health 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, Sfvcmhc, Inc. 403(B) Plan is a benefit plan reported by San Fernando Valley Community Mental Health Center, Inc. under EIN 95-6194487 and plan number 003. The latest loaded filing year is 2023. The filing reports 540 participants and $21,482,897 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- San Fernando Valley Community Mental Health Center, Inc.
- EIN
- 95-6194487
- Plan number
- 003
- Plan type
- 2
- Location
- Van Nuys, CA
- Latest filing year
- 2023
- Participants
- 540
- End-of-year plan assets
- $21,482,897
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 540 | H, C | 20250212105426NAL0021010033001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,482,897
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,482,897
- Net assets (BOY)
- $19,438,820
Income & contributions
- Employer contributions
- $233,246
- Participant contributions
- $1,210,487
- Total contributions
- $1,443,733
- Total income / additions
- $4,246,023
Expenses & distributions
- Benefits paid
- $2,074,970
- Administrative expenses
- $122,588
- Total expenses
- $2,201,946
- Net increase / (decrease)
- $2,044,077
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $67,393 | $1,410 | 2023 |
| Independent Financial Group, LLC | NONE | $55,194 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $5,474 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for San Fernando Valley Community Mental Health Center, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Van Nuys, CA
- Stancorp Financial Group — Schedule C compensation
- Independent Financial Group, LLC — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation