How many benefit plans does South Lake Clinic, P.A. report on Form 5500?

South Lake Clinic, P.A. (EIN 41-1240834) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for South Lake Clinic, P.A.?

The Employer Identification Number (EIN) reported for South Lake Clinic, P.A. is 41-1240834.

What is the latest Form 5500 filing year for South Lake Clinic, P.A.?

The latest loaded Form 5500 filing year for South Lake Clinic, P.A. is 2023.

South Lake Clinic, P.A. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, South Lake Clinic, P.A. (EIN 41-1240834) is a plan sponsor located in Minnetonka, MN with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 41-1240834
Location: Minnetonka, MN
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $17,985,496
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $17,985,496

Contributions & income

Employer contributions: $510,800
Participant contributions: $1,089,589
Total income / additions: $4,261,609

Expenses & distributions

Benefits paid / distributions: $1,125,074
Total expenses: $1,186,206
Net increase / (decrease): $3,075,403

Coverage

Total reported participants: 256
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

South Lake Clinic, P.A. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
South Lake Clinic, P. A. Employees' Profit Sharing Plus Plan	001	142	$17,985,496	2023
South Lake Clinic, P.A. Health And Welfare Plan	501	114	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for South Lake Clinic, P.A.
Year	Plan	Participants	Schedules	Filing
2023	South Lake Clinic, P.A. Health And Welfare Plan	114	—	20240731125928NAL0021513969001
2023	South Lake Clinic, P. A. Employees' Profit Sharing Plus Plan	142	H, C	20241015144429NAL0016657747001