Plan5500

The Corvallis Clinic, P.C. 401(K) Plan — Form 5500 plan (The Corvallis Clinic, P.C.)

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, The Corvallis Clinic, P.C. 401(K) Plan is a benefit plan reported by The Corvallis Clinic, P.C. under EIN 93-1221257 and plan number 001. The latest loaded filing year is 2023. The filing reports 940 participants and $119,501,668 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Corvallis Clinic, P.C.
EIN
93-1221257
Plan number
001
Plan type
2
Location
Minnetonka, MN
Latest filing year
2023
Participants
940
End-of-year plan assets
$119,501,668

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023940H, C20241004141945NAL0005761987001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$119,501,668
Total liabilities (EOY)
$0
Net assets (EOY)
$119,501,668
Net assets (BOY)
$108,570,823

Income & contributions

Employer contributions
$845,385
Participant contributions
$4,242,414
Total contributions
$5,128,897
Total income / additions
$24,154,499

Expenses & distributions

Benefits paid
$13,103,581
Administrative expenses
$120,073
Total expenses
$13,223,654
Net increase / (decrease)
$10,930,845

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$98,946$02023
Vanguard Advisers Inc.NONE$22,870not reported in the loaded dataset2023

Related Form 5500 pages