2023 Form 5500 filing — Spaulding Clinical Research 401(K) 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 20241015123344NAL0049409264001) for Spaulding Clinical Research 401(K) Plan, reported by Spaulding Clinical Research under EIN 26-0647166 and plan number 001. It reports 200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123344NAL0049409264001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spaulding Clinical Research
- EIN
- 26-0647166
- Plan number
- 001
- Location
- West Bend, WI
- Participants
- 200
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,300,208
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,300,208
- Employer contributions
- $456,522
- Participant contributions
- $723,671
- Total income / additions
- $1,902,839
- Benefits paid
- $357,158
- Administrative expenses
- $35,736
- Total expenses
- $392,894
- Net increase / (decrease)
- $1,509,945
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual | INVESTMENT ADVISORY-PLAN | $16,236 | not reported in the loaded dataset |
| Ppg Retirement Plan Services | RECORDKEEPER | $2,904 | $124 |
| Transamerica Life Insurance Company | RECORDKEEPER | $2,775 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY-PLAN | $1,633 | not reported in the loaded dataset |