Campbell Clinic, P.C. Cash Balance Pension Plan — Form 5500 plan (Campbell 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, Campbell Clinic, P.C. Cash Balance Pension Plan is a benefit plan reported by Campbell Clinic, P.C. under EIN 62-0811256 and plan number 003. The latest loaded filing year is 2023. The filing reports 436 participants and $32,587,578 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Campbell Clinic, P.C.
- EIN
- 62-0811256
- Plan number
- 003
- Plan type
- 2
- Location
- Germantown, TN
- Latest filing year
- 2023
- Participants
- 436
- End-of-year plan assets
- $32,587,578
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 436 | H | 20241002163540NAL0004220003001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,587,578
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,587,578
- Net assets (BOY)
- $27,432,678
Income & contributions
- Employer contributions
- $1,773,512
- Total contributions
- $1,773,512
- Total income / additions
- $5,706,670
Expenses & distributions
- Benefits paid
- $551,770
- Administrative expenses
- $0
- Total expenses
- $551,770
- Net increase / (decrease)
- $5,154,900
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.