2023 Form 5500 filing — Kaukauna Clinic, S.C. 401(K) And Retirement Savings 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 20240729101913NAL0019220017001) for Kaukauna Clinic, S.C. 401(K) And Retirement Savings Plan, reported by Kaukauna Clinic, S.C. under EIN 39-1189707 and plan number 001. It reports 77 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240729101913NAL0019220017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kaukauna Clinic, S.C.
- EIN
- 39-1189707
- Plan number
- 001
- Location
- Little Chute, WI
- Participants
- 77
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,625,034
- Net assets (EOY)
- $18,625,034
- Employer contributions
- $323,767
- Participant contributions
- $273,002
- Total income / additions
- $3,070,061
- Benefits paid
- $949,343
- Administrative expenses
- $447
- Total expenses
- $949,790
- Net increase / (decrease)
- $2,120,271
- Schedule source
- Schedule I