Mayfield Clinic, Inc. Profit Sharing/401(K) Plan — Form 5500 plan (Mayfield Clinic, Inc.)
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, Mayfield Clinic, Inc. Profit Sharing/401(K) Plan is a benefit plan reported by Mayfield Clinic, Inc. under EIN 31-0588183 and plan number 001. The latest loaded filing year is 2023. The filing reports 314 participants and $64,570,816 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mayfield Clinic, Inc.
- EIN
- 31-0588183
- Plan number
- 001
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 314
- End-of-year plan assets
- $64,570,816
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 314 | H, C | 20241009104307NAL0019034849004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $64,570,816
- Total liabilities (EOY)
- $30,848
- Net assets (EOY)
- $64,539,968
- Net assets (BOY)
- $54,298,729
Income & contributions
- Employer contributions
- $2,075,163
- Participant contributions
- $2,180,949
- Total contributions
- $4,352,777
- Total income / additions
- $13,170,343
Expenses & distributions
- Benefits paid
- $2,758,026
- Administrative expenses
- $140,219
- Total expenses
- $2,929,104
- Net increase / (decrease)
- $10,241,239
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $70,553 | not reported in the loaded dataset | 2023 |
| Foster & Motley Inc | NONE | $27,786 | not reported in the loaded dataset | 2023 |
| Fourth Street Performance Part | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Mariner LLC | NONE | $16,880 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $939 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mayfield Clinic, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Foster & Motley Inc — Schedule C compensation
- Fourth Street Performance Part — Schedule C compensation
- Mariner LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation