2023 Form 5500 filing — Tamarack Management Inc. 401k 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 20241015114544NAL0014516259001) for Tamarack Management Inc. 401k Profit Sharing Plan, reported by Western Montana Clinic, P.C. under EIN 81-0226415 and plan number 006. It reports 368 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015114544NAL0014516259001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Western Montana Clinic, P.C.
- EIN
- 81-0226415
- Plan number
- 006
- Location
- Missoula, MT
- Participants
- 368
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,979,068
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,979,068
- Employer contributions
- $1,396,601
- Participant contributions
- $1,360,470
- Total income / additions
- $9,037,863
- Benefits paid
- $3,379,318
- Administrative expenses
- $92,869
- Total expenses
- $3,472,187
- Net increase / (decrease)
- $5,565,676
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Trust Company | RECORDKEEPER | $76,416 | not reported in the loaded dataset |
| Creative Planning | NONE | $16,453 | not reported in the loaded dataset |