The West Clinic 401(K) And Profit Sharing Plan — Form 5500 plan (The West Clinic Pllc)
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, The West Clinic 401(K) And Profit Sharing Plan is a benefit plan reported by The West Clinic Pllc under EIN 62-1526296 and plan number 001. The latest loaded filing year is 2023. The filing reports 987 participants and $82,142,759 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The West Clinic Pllc
- EIN
- 62-1526296
- Plan number
- 001
- Plan type
- 2
- Location
- Germantown, TN
- Latest filing year
- 2023
- Participants
- 987
- End-of-year plan assets
- $82,142,759
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 987 | H, C | 20240905102544NAL0020916449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $82,142,759
- Total liabilities (EOY)
- $4
- Net assets (EOY)
- $82,142,755
- Net assets (BOY)
- $65,277,931
Income & contributions
- Employer contributions
- $3,360,195
- Participant contributions
- $3,587,400
- Total contributions
- $7,754,773
- Total income / additions
- $19,327,529
Expenses & distributions
- Benefits paid
- $2,271,806
- Administrative expenses
- $190,899
- Total expenses
- $2,462,705
- Net increase / (decrease)
- $16,864,824
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Retirement Plan Company, LLC | RECORDKEEPER | $117,670 | $14,815 | 2023 |
| Highland Capital Management, LLC | INVESTMENT ADVISORY | $69,316 | not reported in the loaded dataset | 2023 |