Grants Pass Clinic 401(K) & Profit Sharing Plan — Form 5500 plan (Grants Pass Clinic, L.L.P.)
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, Grants Pass Clinic 401(K) & Profit Sharing Plan is a benefit plan reported by Grants Pass Clinic, L.L.P. under EIN 93-0407781 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $25,384,256 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Grants Pass Clinic, L.L.P.
- EIN
- 93-0407781
- Plan number
- 001
- Plan type
- 2
- Location
- Grants Pass, OR
- Latest filing year
- 2023
- Participants
- 149
- End-of-year plan assets
- $25,384,256
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 149 | H, C | 20241015192620NAL0051071296004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,384,256
- Total liabilities (EOY)
- $862
- Net assets (EOY)
- $25,383,394
- Net assets (BOY)
- $22,269,089
Income & contributions
- Employer contributions
- $549,099
- Participant contributions
- $583,235
- Total contributions
- $1,132,334
- Total income / additions
- $4,880,106
Expenses & distributions
- Benefits paid
- $1,751,810
- Administrative expenses
- $13,991
- Total expenses
- $1,765,801
- Net increase / (decrease)
- $3,114,305
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Premier Retirement Services, Inc. | CONTRACT ADMINISTRATOR | $1,856 | $15,097 | 2023 |
| Principal Life Insurance Comnpany | CONTRACT ADMINISTRATOR | $11,368 | $0 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $7,308 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Grants Pass Clinic, L.L.P.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Grants Pass, OR
- Premier Retirement Services, Inc. — Schedule C compensation
- Principal Life Insurance Comnpany — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation