Mcfarland Clinic, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Mcfarland Clinic, P.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, Mcfarland Clinic, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Mcfarland Clinic, P.C. under EIN 42-1089512 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,962 participants and $448,205,082 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcfarland Clinic, P.C.
- EIN
- 42-1089512
- Plan number
- 002
- Plan type
- 2
- Location
- Ames, IA
- Latest filing year
- 2023
- Participants
- 1,962
- End-of-year plan assets
- $448,205,082
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,962 | H, C | 20241005120512NAL0021797056001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $448,205,082
- Net assets (EOY)
- $448,205,082
- Net assets (BOY)
- $405,110,690
Income & contributions
- Employer contributions
- $12,439,322
- Participant contributions
- $10,401,140
- Total contributions
- $24,266,103
- Total income / additions
- $89,167,642
Expenses & distributions
- Benefits paid
- $45,506,269
- Administrative expenses
- $555,260
- Total expenses
- $46,073,250
- Net increase / (decrease)
- $43,094,392
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Foster Group Inc | NONE | $247,983 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services Inc | NONE | $149,208 | not reported in the loaded dataset | 2023 |
| Steele Capital Management Inc | NONE | $39,885 | not reported in the loaded dataset | 2023 |
| Envestnet Asset Management Inc | NONE | $32,050 | not reported in the loaded dataset | 2023 |
| Iowa Wealth Management LLC | NONE | $23,648 | not reported in the loaded dataset | 2023 |
| Mercer Global Advisors Inc | NONE | $14,893 | not reported in the loaded dataset | 2023 |
| Five Talents Financial | NONE | $11,695 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $9,490 | $0 | 2023 |
| Morningstar Inc | NONE | $8,646 | not reported in the loaded dataset | 2023 |
| Larson Financial Group LLC | NONE | $8,437 | not reported in the loaded dataset | 2023 |
| Brinker Capital Investments Ll | NONE | $5,710 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mcfarland Clinic, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Ames, IA
- Foster Group Inc — Schedule C compensation
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Steele Capital Management Inc — Schedule C compensation
- Envestnet Asset Management Inc — Schedule C compensation
- Iowa Wealth Management LLC — Schedule C compensation
- Mercer Global Advisors Inc — Schedule C compensation
- Five Talents Financial — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Morningstar Inc — Schedule C compensation
- Larson Financial Group LLC — Schedule C compensation
- Brinker Capital Investments Ll — Schedule C compensation