Plan5500

Mowery Clinic LLC 401(K) Plan And Trust — Form 5500 plan (Mowery Clinic, L L 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, Mowery Clinic LLC 401(K) Plan And Trust is a benefit plan reported by Mowery Clinic, L L C under EIN 48-1145374 and plan number 002. The latest loaded filing year is 2023. The filing reports 135 participants and $38,136,763 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mowery Clinic, L L C
EIN
48-1145374
Plan number
002
Plan type
2
Location
Salina, KS
Latest filing year
2023
Participants
135
End-of-year plan assets
$38,136,763

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023135H, C20241014152311NAL0045079424004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,136,763
Net assets (EOY)
$38,136,763
Net assets (BOY)
$33,123,741

Income & contributions

Employer contributions
$956,271
Participant contributions
$769,723
Total contributions
$1,827,308
Total income / additions
$7,315,417

Expenses & distributions

Benefits paid
$2,250,730
Administrative expenses
$51,665
Total expenses
$2,302,395
Net increase / (decrease)
$5,013,022

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Advisors, LLCNONE$38,697$6,6352023
Capital Group Retirement Plan ServiRECORDKEEPER$12,847$02023

Related Form 5500 pages