2023 Form 5500 filing — Family Health/La Clinica 401(K) Retirement 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 20241015144843NAL0014878835001) for Family Health/La Clinica 401(K) Retirement Plan, reported by Family Health/La Clinica under EIN 39-1181480 and plan number 001. It reports 252 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$6.5MReported net assets$6,481,922
Participants252
Provider compensation$18.8K4 Schedule C row(s)$18,846
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015144843NAL0014878835001
- Plan sponsor
- Family Health/La Clinica
- EIN
- 39-1181480
- Plan number
- 001
- Location
- Wautoma, WI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$6.5M total assets
Net assets$6.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,481,922
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,481,922
- Employer contributions
- $412,448
- Participant contributions
- $811,891
- Total income / additions
- $2,043,958
- Benefits paid
- $781,750
- Administrative expenses
- $30,477
- Total expenses
- $812,227
- Net increase / (decrease)
- $1,231,731
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kerberrose Wealth Management LLC | INVESTMENT ADVISOR | $10,340 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $4,539 | $0 |
| The Retirement Advantage Inc | CONTRACT ADMIN | $3,925 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $42 | not reported in the loaded dataset |