2023 Form 5500 filing — Oak Clinic Profit Sharing 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 20240607165231NAL0038274336001) for Oak Clinic Profit Sharing Plan, reported by The Oak Clinic under EIN 34-1930683 and plan number 001. It reports 30 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240607165231NAL0038274336001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Oak Clinic
- EIN
- 34-1930683
- Plan number
- 001
- Location
- Uniontown, OH
- Participants
- 30
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,287,903
- Net assets (EOY)
- $9,287,903
- Employer contributions
- $460,624
- Total income / additions
- $2,658,931
- Benefits paid
- $43,429
- Administrative expenses
- $382
- Total expenses
- $47,837
- Net increase / (decrease)
- $2,611,094
- Schedule source
- Schedule I