2023 Form 5500 filing — Fort Collins Women'S Clinic, P.C. 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 20241009152105NAL0018638705001) for Fort Collins Women'S Clinic, P.C. 401(K) Plan, reported by Fort Collins Womens Clinic, P.C. under EIN 84-0596245 and plan number 001. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009152105NAL0018638705001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fort Collins Womens Clinic, P.C.
- EIN
- 84-0596245
- Plan number
- 001
- Location
- Fort Collins, CO
- Participants
- 144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,913,938
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,913,938
- Employer contributions
- $740,600
- Participant contributions
- $786,288
- Total income / additions
- $4,551,434
- Benefits paid
- $3,678,145
- Administrative expenses
- $4,111
- Total expenses
- $3,689,705
- Net increase / (decrease)
- $861,729
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | BROKER/ADVISOR | $0 | $20,428 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $2,004 | $0 |
| Morgan Stanley Insurance Services | BROKER/ADVISOR | $0 | $1,999 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,777 | not reported in the loaded dataset |
| Gwfs Equities Inc | NONE | $440 | $0 |
| Gwfs Equities Inc | NONE | $50 | $0 |
| Gwfs Equities Inc | NONE | $0 | $0 |