Oak Clinic Profit Sharing Plan — Form 5500 plan (The Oak 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, Oak Clinic Profit Sharing Plan is a benefit plan reported by The Oak Clinic under EIN 34-1930683 and plan number 001. The latest loaded filing year is 2023. The filing reports 30 participants and $9,287,903 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Oak Clinic
- EIN
- 34-1930683
- Plan number
- 001
- Plan type
- 2
- Location
- Uniontown, OH
- Latest filing year
- 2023
- Participants
- 30
- End-of-year plan assets
- $9,287,903
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 30 | I | 20240607165231NAL0038274336001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $9,287,903
- Net assets (EOY)
- $9,287,903
- Net assets (BOY)
- $6,676,809
Income & contributions
- Employer contributions
- $460,624
- Total income / additions
- $2,658,931
Expenses & distributions
- Benefits paid
- $43,429
- Administrative expenses
- $382
- Total expenses
- $47,837
- Net increase / (decrease)
- $2,611,094
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.