Kansas City Care Clinic Retirement Plan — Form 5500 plan (Kansas City Care Clinic)
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, Kansas City Care Clinic Retirement Plan is a benefit plan reported by Kansas City Care Clinic under EIN 43-0967292 and plan number 001. The latest loaded filing year is 2023. The filing reports 194 participants and $4,142,348 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kansas City Care Clinic
- EIN
- 43-0967292
- Plan number
- 001
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 194
- End-of-year plan assets
- $4,142,348
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 194 | H, C | 20240423113229NAL0000864739001 |
| 2023 | 299 | H, C | 20241217093338NAL0001360755001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,494,051
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,494,051
- Net assets (BOY)
- $4,663,178
Income & contributions
- Employer contributions
- $234,787
- Participant contributions
- $570,099
- Total contributions
- $878,284
- Total income / additions
- $1,565,072
Expenses & distributions
- Benefits paid
- $711,849
- Administrative expenses
- $22,350
- Total expenses
- $734,199
- Net increase / (decrease)
- $830,873
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $7,045 | $12,401 | 2023 |
| American United Life Insurance Co | NONE | $5,018 | $13,791 | 2023 |
| Two West Capital Advisors | NONE | $18,378 | not reported in the loaded dataset | 2023 |
| Prime Capital Investment Advisors | NONE | $9,566 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kansas City Care Clinic
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- American United Life Insurance Co — Schedule C compensation
- Two West Capital Advisors — Schedule C compensation
- Prime Capital Investment Advisors — Schedule C compensation