2023 Form 5500 filing — Christie Clinic 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 20241015180701NAL0030581937001) for Christie Clinic 401k Profit Sharing Plan, reported by Christie Business Holding Company, Pc under EIN 26-2813652 and plan number 003. It reports 1,439 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015180701NAL0030581937001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Christie Business Holding Company, Pc
- EIN
- 26-2813652
- Plan number
- 003
- Location
- Champaign, IL
- Participants
- 1,439
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $209,760,477
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $209,760,477
- Employer contributions
- $7,119,669
- Participant contributions
- $5,734,019
- Total income / additions
- $42,563,800
- Benefits paid
- $13,891,117
- Administrative expenses
- $302,902
- Total expenses
- $14,194,019
- Net increase / (decrease)
- $28,369,781
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $272,672 | not reported in the loaded dataset |
| Cozad Asset Management In | NONE | $29,931 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $28 | $7,837 |
| Charles Schwab & Co., Inc. | NONE | $2,431 | $0 |