2023 Form 5500 filing — Shawd Neighborhood Clinic 401(K) Psp
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 20241014082302NAL0045303104001) for Shawd Neighborhood Clinic 401(K) Psp, reported by Shawd Neighborhood Clinic Management, Inc. under EIN 46-3038223 and plan number 001. It reports 217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014082302NAL0045303104001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shawd Neighborhood Clinic Management, Inc.
- EIN
- 46-3038223
- Plan number
- 001
- Location
- Sioux Falls, SD
- Participants
- 217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,363,015
- Total liabilities (EOY)
- $446
- Net assets (EOY)
- $7,362,569
- Employer contributions
- $479,004
- Participant contributions
- $1,030,883
- Total income / additions
- $2,637,713
- Benefits paid
- $267,560
- Administrative expenses
- $76,726
- Total expenses
- $344,286
- Net increase / (decrease)
- $2,293,427
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services | INVESTMENT ADVISOR | $24,926 | not reported in the loaded dataset |
| Capital Group Retirement Plan Serv. | RECORDKEEPER | $16,298 | not reported in the loaded dataset |
| Eide Bailly Llp | OTHER | $13,587 | not reported in the loaded dataset |
| Tax Sheltered Compensation | CONTRACT ADMIN | $12,862 | not reported in the loaded dataset |
| Paceline Accounting Group Llp | OTHER | $9,053 | not reported in the loaded dataset |