2023 Form 5500 filing — Great Falls Clinic 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 20241015201348NAL0017167315004) for Great Falls Clinic Retirement Plan, reported by Great Falls Clinic under EIN 81-0141660 and plan number 001. It reports 952 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015201348NAL0017167315004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Great Falls Clinic
- EIN
- 81-0141660
- Plan number
- 001
- Location
- Great Falls, MT
- Participants
- 952
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,734,295
- Net assets (EOY)
- $36,734,295
- Employer contributions
- $878,125
- Participant contributions
- $2,766,658
- Total income / additions
- $8,634,193
- Benefits paid
- $3,644,561
- Administrative expenses
- $103,996
- Total expenses
- $3,748,989
- Net increase / (decrease)
- $4,885,204
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $103,439 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $154 | $0 |