Childrens Clinic Of Swla Apmc 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Childrens Clinic Of Swla Apmc)
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, Childrens Clinic Of Swla Apmc 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Childrens Clinic Of Swla Apmc under EIN 72-0915428 and plan number 002. The latest loaded filing year is 2023. The filing reports 128 participants and $12,258,353 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Childrens Clinic Of Swla Apmc
- EIN
- 72-0915428
- Plan number
- 002
- Plan type
- 2
- Location
- Lake Charles, LA
- Latest filing year
- 2023
- Participants
- 128
- End-of-year plan assets
- $12,258,353
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 128 | H, C | 20241003101843NAL0016839904002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,258,353
- Net assets (EOY)
- $12,258,353
- Net assets (BOY)
- $11,924,748
Income & contributions
- Employer contributions
- $229,855
- Participant contributions
- $461,918
- Total contributions
- $691,773
- Total income / additions
- $1,907,726
Expenses & distributions
- Benefits paid
- $1,426,456
- Administrative expenses
- $147,665
- Total expenses
- $1,574,121
- Net increase / (decrease)
- $333,605
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Asset Planning Services, Inc. | ADVISOR | $115,606 | $0 | 2023 |
| Laporte Cpas | CPA | $14,000 | $0 | 2023 |
| Martin,Martin,Randall & Assc. Inc. | THIRD PARTY ADMINISTRATOR | $8,428 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Childrens Clinic Of Swla Apmc
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Lake Charles, LA
- Asset Planning Services, Inc. — Schedule C compensation
- Laporte Cpas — Schedule C compensation
- Martin,Martin,Randall & Assc. Inc. — Schedule C compensation