2023 Form 5500 filing — Oakleaf Clinics, Inc. 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 20241015074403NAL0027775553001) for Oakleaf Clinics, Inc. Profit Sharing Plan, reported by Oakleaf Clinics, Inc. under EIN 27-4563392 and plan number 001. It reports 302 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015074403NAL0027775553001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oakleaf Clinics, Inc.
- EIN
- 27-4563392
- Plan number
- 001
- Location
- Eau Claire, WI
- Participants
- 302
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,498,143
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,498,143
- Employer contributions
- $2,389,643
- Participant contributions
- $1,885,237
- Total income / additions
- $10,027,323
- Benefits paid
- $2,996,032
- Administrative expenses
- $101,446
- Total expenses
- $3,097,478
- Net increase / (decrease)
- $6,929,845
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Orgel Wealth Management, LLC | INVESTMENT/FINANCIAL ADVI | $77,749 | $0 |
| Wipfli Llp | ACCOUNTANT | $12,035 | $0 |
| Adp, Inc. | RECORD KEEPER | $8,430 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |