2023 Form 5500 filing — Lower Shore Clinic, Inc. 401(K) 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 20240730101903NAL0011719315001) for Lower Shore Clinic, Inc. 401(K) Plan, reported by Lower Shore Clinic, Inc. under EIN 52-1976585 and plan number 002. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730101903NAL0011719315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lower Shore Clinic, Inc.
- EIN
- 52-1976585
- Plan number
- 002
- Location
- Salisbury, MD
- Participants
- 161
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,160,034
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,160,034
- Employer contributions
- $404,338
- Participant contributions
- $440,968
- Total income / additions
- $1,513,497
- Benefits paid
- $351,426
- Administrative expenses
- $37,867
- Total expenses
- $389,293
- Net increase / (decrease)
- $1,124,204
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisors | ADVISOR | $25,622 | not reported in the loaded dataset |
| Pollard & Associates, Inc. | THIRD PARTY ADMINISTRATO | $6,419 | not reported in the loaded dataset |
| Adp, Inc | RECORDKEEPER | $5,779 | not reported in the loaded dataset |