St. Anthony Family Clinic 401(K) Plan — Form 5500 plan (St. Anthony Family Clinic)

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, St. Anthony Family Clinic 401(K) Plan is a benefit plan reported by St. Anthony Family Clinic under EIN 74-2998293 and plan number 002. The latest loaded filing year is 2023. The filing reports 41 participants and $3,904,399 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.9MPlan net assets, end of year$3,904,399
Participants41Covered participants reported
Assets / participant$95.2KComputed: assets ÷ participants$95,229 (computed)
Provider compensationNone reported
Plan sponsor
St. Anthony Family Clinic
EIN
74-2998293
Plan number
002
Plan type
2
Location
Brownsville, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202341I20241014140614NAL0015069603001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.9M total assets
Net assets$3.9MLiabilities$0
Money in vs. money out
Total income / additions$696.3K
Total expenses$113.6K
Benefits paid / distributions$32K
Contributions
Employer$41K
Participant$64K
Full reported line items

Net assets

Total assets (EOY)
$3,904,399
Total liabilities (EOY)
$0
Net assets (EOY)
$3,904,399
Net assets (BOY)
$3,321,672

Income & contributions

Employer contributions
$40,956
Participant contributions
$63,959
Total income / additions
$696,306

Expenses & distributions

Benefits paid
$32,044
Administrative expenses
$6,679
Total expenses
$113,579
Net increase / (decrease)
$582,727
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 39%Participant 61%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income5%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages