2023 Form 5500 filing — Green Clinic Savings And Profit Sharing 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 20241014115147NAL0014871251001) for Green Clinic Savings And Profit Sharing Plan, reported by Green Clinic Management Company, LLC under EIN 72-1473251 and plan number 001. It reports 696 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014115147NAL0014871251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Green Clinic Management Company, LLC
- EIN
- 72-1473251
- Plan number
- 001
- Location
- Ruston, LA
- Participants
- 696
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,217,929
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,217,929
- Employer contributions
- $1,197,075
- Participant contributions
- $892,079
- Total income / additions
- $12,263,238
- Benefits paid
- $3,761,687
- Administrative expenses
- $142,709
- Total expenses
- $3,985,141
- Net increase / (decrease)
- $8,278,097
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Regions Bank Dba Regions Trust | INVESTMENT ADVISOR | $72,319 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $59,216 | $0 |
| Na Na | AUDITOR | $7,850 | not reported in the loaded dataset |
| Holland & Knight Llp | ATTORNEY | $2,698 | not reported in the loaded dataset |
| Waller Lansden Dortch & Davis, Llp | ATTORNEY | $355 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | BROKERAGE FEES | $271 | $0 |