Plan5500

Guthrie 403(B) Retirement Savings Plan — Form 5500 plan (The Guthrie Clinic)

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, Guthrie 403(B) Retirement Savings Plan is a benefit plan reported by The Guthrie Clinic under EIN 23-3055017 and plan number 006. The latest loaded filing year is 2023. The filing reports 8,906 participants and $472,575,708 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Guthrie Clinic
EIN
23-3055017
Plan number
006
Plan type
2
Location
Sayre, PA
Latest filing year
2023
Participants
8,906
End-of-year plan assets
$472,575,708

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,906H, C20241015161939NAL0029083249001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$472,575,708
Total liabilities (EOY)
$0
Net assets (EOY)
$472,575,708
Net assets (BOY)
$381,767,381

Income & contributions

Employer contributions
$19,601,536
Participant contributions
$33,050,453
Total contributions
$58,077,086
Total income / additions
$125,548,594

Expenses & distributions

Benefits paid
$34,395,674
Administrative expenses
$330,583
Total expenses
$34,740,267
Net increase / (decrease)
$90,808,327

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inv Inst Ops CoRECORDKEEPER$320,836$02023

Related Form 5500 pages