Medical Center Clinic 401(K) Retirement Plan — Form 5500 plan (West Florida Medical Center Clinic, P.A.)
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 Center Clinic 401(K) Retirement Plan is a benefit plan reported by West Florida Medical Center Clinic, P.A. under EIN 59-2193856 and plan number 002. The latest loaded filing year is 2023. The filing reports 633 participants and $109,992,657 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- West Florida Medical Center Clinic, P.A.
- EIN
- 59-2193856
- Plan number
- 002
- Plan type
- 2
- Location
- Pensacola, FL
- Latest filing year
- 2023
- Participants
- 633
- End-of-year plan assets
- $109,992,657
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 633 | H, C | 20241125104310NAL0004609025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $109,992,657
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $109,992,657
- Net assets (BOY)
- $95,406,018
Income & contributions
- Employer contributions
- $2,534,093
- Participant contributions
- $2,170,230
- Total contributions
- $4,714,376
- Total income / additions
- $22,296,317
Expenses & distributions
- Benefits paid
- $7,580,542
- Administrative expenses
- $129,136
- Total expenses
- $7,709,678
- Net increase / (decrease)
- $14,586,639
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $61,220 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $28,306 | $0 | 2023 |
| Hancock Whitney Bank | ADVISOR | $28,306 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for West Florida Medical Center Clinic, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pensacola, FL
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Hancock Whitney Bank — Schedule C compensation