2023 Form 5500 filing — Austin Medical Center 403b Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240116092735NAL0000233171001) for Austin Medical Center 403b Plan, reported by Mayo Clinic Health System - Austin under EIN 41-1404075 and plan number 003. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240116092735NAL0000233171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mayo Clinic Health System - Austin
- EIN
- 41-1404075
- Plan number
- 003
- Location
- Austin, MN
- Participants
- 149
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $149,550
- Benefits paid
- $9,569
- Administrative expenses
- $1,156
- Total expenses
- $10,725
- Net increase / (decrease)
- $138,825
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$343 | $0 |