Covid Clinic, Inc. 401(K) Plan — Form 5500 plan (Covid Clinic, Inc.)

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, Covid Clinic, Inc. 401(K) Plan is a benefit plan reported by Covid Clinic, Inc. under EIN 85-0673475 and plan number 001. The latest loaded filing year is 2023. The filing reports 350 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Covid Clinic, Inc.
EIN
85-0673475
Plan number
001
Plan type
2
Location
Huntington Beach, CA
Latest filing year
2023
Participants
350
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023350H, C20241125094732NAL0004485041001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$388,012

Income & contributions

Employer contributions
$31,733
Participant contributions
$16,774
Total contributions
$48,507
Total income / additions
$87,102

Expenses & distributions

Benefits paid
$460,670
Administrative expenses
$14,444
Total expenses
$475,114
Net increase / (decrease)
-$388,012

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$7,999$02023
Premier Plan Consultants IncCONTRACT ADMIN$5,217$1132023
Ubs Financial Services IncINVESTMENT ADVISOR$1,131not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$97not reported in the loaded dataset2023

Related Form 5500 pages