2023 Form 5500 filing — Amen Clinics, 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 20241011193007NAL0038120912001) for Amen Clinics, Inc. 401(K) Plan, reported by Amen Clinics, Inc. under EIN 91-2055998 and plan number 001. It reports 358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011193007NAL0038120912001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amen Clinics, Inc.
- EIN
- 91-2055998
- Plan number
- 001
- Location
- Costa Mesa, CA
- Participants
- 358
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,368,329
- Total liabilities (EOY)
- $222
- Net assets (EOY)
- $5,368,107
- Employer contributions
- $171,693
- Participant contributions
- $816,089
- Total income / additions
- $1,997,556
- Benefits paid
- $331,878
- Administrative expenses
- $1,268
- Total expenses
- $333,146
- Net increase / (decrease)
- $1,664,410
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burnham Gibson Wealth Advisors LLC | INVESTMENT ADVISOR | $20,422 | $0 |
| Hicks Pension Services | TPA ~ CONTRAC T ADMI | $2,650 | $1,965 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,314 | $0 |
| Empower Advisory Group | INVESTMENT MGMT | $1,204 | $0 |