2023 Form 5500 filing — Primary Care Associates Of Appleton, Ltd. Employees 401(K) 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 20241003134255NAL0010624449001) for Primary Care Associates Of Appleton, Ltd. Employees 401(K) Savings Plan, reported by Primary Care Associates Of Appleton, Ltd. under EIN 39-1988565 and plan number 001. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003134255NAL0010624449001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Primary Care Associates Of Appleton, Ltd.
- EIN
- 39-1988565
- Plan number
- 001
- Location
- Appleton, WI
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,295,552
- Total liabilities (EOY)
- $136,689
- Net assets (EOY)
- $51,158,863
- Employer contributions
- $1,704,105
- Participant contributions
- $1,336,472
- Total income / additions
- $11,173,369
- Benefits paid
- $1,249,770
- Administrative expenses
- $102,126
- Total expenses
- $1,351,896
- Net increase / (decrease)
- $9,821,473
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nicolet National Bank | NONE | $93,567 | not reported in the loaded dataset |
| Alerus Financial, N.A. | NONE | $8,559 | $0 |