2023 Form 5500 filing — Hutchinson Clinic, P.A. Employees' 401k Profit Sharing Plan And Trust
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 20241014124511NAL0013297267003) for Hutchinson Clinic, P.A. Employees' 401k Profit Sharing Plan And Trust, reported by Hutchinson Clinic, P.A. under EIN 48-0734011 and plan number 002. It reports 789 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014124511NAL0013297267003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hutchinson Clinic, P.A.
- EIN
- 48-0734011
- Plan number
- 002
- Location
- Hutchinson, KS
- Participants
- 789
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $120,570,022
- Net assets (EOY)
- $120,570,022
- Employer contributions
- $3,132,284
- Participant contributions
- $2,748,223
- Total income / additions
- $24,174,021
- Benefits paid
- $10,439,788
- Administrative expenses
- $142,085
- Total expenses
- $10,602,677
- Net increase / (decrease)
- $13,571,344
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | NONE | $64,520 | not reported in the loaded dataset |
| Morningstar Investment Service | NONE | $37,705 | not reported in the loaded dataset |
| Central Bank & Trust Co | NONE | $19,162 | not reported in the loaded dataset |
| Schwab Retirement Plan Services Inc | NONE | $14,926 | not reported in the loaded dataset |
| Adamsbrown Wealth Consultants | NONE | $5,772 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $2,313 | $0 |