Creston Medical Clinic Pension Plan 001 And Profit Sharing 200 — Form 5500 plan (Creston Medical Clinic Pc)

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, Creston Medical Clinic Pension Plan 001 And Profit Sharing 200 is a benefit plan reported by Creston Medical Clinic Pc under EIN 42-1007289 and plan number 001. The latest loaded filing year is 2023. The filing reports 17 participants and $5,257,479 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.3MPlan net assets, end of year$5,257,479
Participants17Covered participants reported
Assets / participant$309.3KComputed: assets ÷ participants$309,263 (computed)
Provider compensationNone reported
Plan sponsor
Creston Medical Clinic Pc
EIN
42-1007289
Plan number
001
Plan type
2
Location
Creston, IA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202317I20240130202331NAL0012870771001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.3M total assets
Net assets$5.3MLiabilities
Money in vs. money out
Total income / additions$1.2M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Full reported line items

Net assets

Total assets (EOY)
$5,257,479
Net assets (EOY)
$5,257,479
Net assets (BOY)
$5,188,120

Income & contributions

Total income / additions
$1,199,126

Expenses & distributions

Benefits paid
$1,068,032
Total expenses
$1,129,767
Net increase / (decrease)
$69,359
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets21%Computed ratio
Benefits paid ÷ total income89%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages