Eclinicalworks Profit Sharing 401(K) Plan — Form 5500 plan (Eclinicalworks, LLC)
Plain-English plan 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, Eclinicalworks Profit Sharing 401(K) Plan is a benefit plan reported by Eclinicalworks, LLC under EIN 04-3461392 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,814 participants and $193,367,722 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eclinicalworks, LLC
- EIN
- 04-3461392
- Plan number
- 001
- Plan type
- 2
- Location
- Westborough, MA
- Latest filing year
- 2023
- Participants
- 1,814
- End-of-year plan assets
- $193,367,722
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,814 | H, C | 20240923095359NAL0020146432001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $193,367,722
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $193,367,722
- Net assets (BOY)
- $145,656,250
Income & contributions
- Employer contributions
- $5,803,364
- Participant contributions
- $14,600,447
- Total contributions
- $21,378,143
- Total income / additions
- $53,625,723
Expenses & distributions
- Benefits paid
- $5,781,036
- Administrative expenses
- $129,635
- Total expenses
- $5,914,251
- Net increase / (decrease)
- $47,711,472
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $64,633 | $0 | 2023 |
| Dimeo Schneider & Associates LLC | CONSULTANT | $37,410 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $27,592 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eclinicalworks, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Westborough, MA
- Fidelity Investments Institutional — Schedule C compensation
- Dimeo Schneider & Associates LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation