Plan5500

Fond Du Lac Regional Clinic, S.C. 401k Profit Sharing Plan — Form 5500 plan (Fond Du Lac Regional Clinic, S.C.)

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, Fond Du Lac Regional Clinic, S.C. 401k Profit Sharing Plan is a benefit plan reported by Fond Du Lac Regional Clinic, S.C. under EIN 39-1172740 and plan number 001. The latest loaded filing year is 2023. The filing reports 126 participants and $116,079,135 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fond Du Lac Regional Clinic, S.C.
EIN
39-1172740
Plan number
001
Plan type
2
Location
Fond Du Lac, WI
Latest filing year
2023
Participants
126
End-of-year plan assets
$116,079,135

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023126H, C20240828132025NAL0012169313001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$116,079,135
Total liabilities (EOY)
$0
Net assets (EOY)
$116,079,135
Net assets (BOY)
$104,875,067

Income & contributions

Employer contributions
$3,623,484
Participant contributions
$2,337,487
Total contributions
$6,238,127
Total income / additions
$22,794,484

Expenses & distributions

Benefits paid
$11,397,328
Administrative expenses
$193,088
Total expenses
$11,590,416
Net increase / (decrease)
$11,204,068

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY EMPLOYER$108,008$02023
Lpl FinancialRETAINED BY EMPLOYER$70,000not reported in the loaded dataset2023
Grant Thornton LlpRETAINED BY EMPLOYER$15,080not reported in the loaded dataset2023

Related Form 5500 pages