2023 Form 5500 filing — Highland Clinic, A P.M.C. 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 20241015193058NAL0029503345001) for Highland Clinic, A P.M.C. 401k Profit Sharing Plan, reported by Highland Clinic, A P.M.C. under EIN 72-0703150 and plan number 003. It reports 373 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015193058NAL0029503345001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Highland Clinic, A P.M.C.
- EIN
- 72-0703150
- Plan number
- 003
- Location
- Shreveport, LA
- Participants
- 373
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $86,833,122
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $86,833,122
- Employer contributions
- $1,511,517
- Participant contributions
- $1,013,774
- Total income / additions
- $15,446,343
- Benefits paid
- $8,616,417
- Administrative expenses
- $300,525
- Total expenses
- $8,927,801
- Net increase / (decrease)
- $6,518,542
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Regions Bank | TRUSTEE | $163,466 | not reported in the loaded dataset |
| Regions Bank | INVESTMENT MANAGER | $104,462 | not reported in the loaded dataset |
| Leon E. Werntz & Associates, Inc. | TPA | $20,605 | not reported in the loaded dataset |
| Heard, Mcelroy And Vestal | AUDITOR | $11,850 | not reported in the loaded dataset |