Kaizen Clinical Partners Retirement Plan — Form 5500 plan (Kaizen Clinical Partners, 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, Kaizen Clinical Partners Retirement Plan is a benefit plan reported by Kaizen Clinical Partners, Inc. under EIN 86-3730345 and plan number 003. The latest loaded filing year is 2023. The filing reports 165 participants and $11,444,903 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kaizen Clinical Partners, Inc.
- EIN
- 86-3730345
- Plan number
- 003
- Plan type
- 2
- Location
- Mcallen, TX
- Latest filing year
- 2023
- Participants
- 165
- End-of-year plan assets
- $11,444,903
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H | 20241216083759NAL0000741347001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,444,903
- Net assets (EOY)
- $11,444,903
- Net assets (BOY)
- $7,544,753
Income & contributions
- Employer contributions
- $5,332
- Participant contributions
- $99,915
- Total contributions
- $140,202
- Total income / additions
- $1,501,432
Expenses & distributions
- Benefits paid
- $51,836
- Administrative expenses
- $1,605
- Total expenses
- $53,441
- Net increase / (decrease)
- $1,447,991
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.