Medical Associates Clinic P. C. 401(K) Profit Sharing Plan — Form 5500 plan (Medical Associates 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, Medical Associates Clinic P. C. 401(K) Profit Sharing Plan is a benefit plan reported by Medical Associates Clinic, P.C. under EIN 42-1115442 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,389 participants and $294,058,520 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Medical Associates Clinic, P.C.
- EIN
- 42-1115442
- Plan number
- 002
- Plan type
- 2
- Location
- Dubuque, IA
- Latest filing year
- 2023
- Participants
- 1,389
- End-of-year plan assets
- $294,058,520
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,389 | H, C | 20241010120141NAL0011439443001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $294,058,520
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $294,058,520
- Net assets (BOY)
- $269,065,900
Income & contributions
- Employer contributions
- $5,346,582
- Participant contributions
- $7,543,949
- Total contributions
- $13,921,944
- Total income / additions
- $54,614,747
Expenses & distributions
- Benefits paid
- $29,343,478
- Administrative expenses
- $277,983
- Total expenses
- $29,622,127
- Net increase / (decrease)
- $24,992,620
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $113,332 | $0 | 2023 |
| Steele Capital Management | NONE | $73,629 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | NONE | $71,236 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $13,700 | not reported in the loaded dataset | 2023 |
| Prudential Investment Management Se | NONE | $5,216 | $3,963 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Medical Associates Clinic, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Dubuque, IA
- Prudential Retirement Insurance And — Schedule C compensation
- Steele Capital Management — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Prudential Investment Management Se — Schedule C compensation