Family Health/La Clinica 401(K) Retirement Plan — Form 5500 plan (Family Health/La Clinica)
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, Family Health/La Clinica 401(K) Retirement Plan is a benefit plan reported by Family Health/La Clinica under EIN 39-1181480 and plan number 001. The latest loaded filing year is 2023. The filing reports 252 participants and $6,481,922 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Family Health/La Clinica
- EIN
- 39-1181480
- Plan number
- 001
- Plan type
- 2
- Location
- Wautoma, WI
- Latest filing year
- 2023
- Participants
- 252
- End-of-year plan assets
- $6,481,922
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 252 | H, C | 20241015144843NAL0014878835001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,481,922
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,481,922
- Net assets (BOY)
- $5,250,191
Income & contributions
- Employer contributions
- $412,448
- Participant contributions
- $811,891
- Total contributions
- $1,239,348
- Total income / additions
- $2,043,958
Expenses & distributions
- Benefits paid
- $781,750
- Administrative expenses
- $30,477
- Total expenses
- $812,227
- Net increase / (decrease)
- $1,231,731
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kerberrose Wealth Management LLC | INVESTMENT ADVISOR | $10,340 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $4,539 | $0 | 2023 |
| The Retirement Advantage Inc | CONTRACT ADMIN | $3,925 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $42 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Family Health/La Clinica
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Wautoma, WI
- Kerberrose Wealth Management LLC — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- The Retirement Advantage Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation