2023 Form 5500 filing — Kansas City Care Clinic Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240423113229NAL0000864739001) for Kansas City Care Clinic Retirement Plan, reported by Kansas City Care Clinic under EIN 43-0967292 and plan number 001. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240423113229NAL0000864739001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kansas City Care Clinic
- EIN
- 43-0967292
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,494,051
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,494,051
- Employer contributions
- $234,787
- Participant contributions
- $570,099
- Total income / additions
- $1,565,072
- Benefits paid
- $711,849
- Administrative expenses
- $22,350
- Total expenses
- $734,199
- Net increase / (decrease)
- $830,873
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $7,045 | $12,401 |
| American United Life Insurance Co | NONE | $5,018 | $13,791 |
| Two West Capital Advisors | NONE | $18,378 | not reported in the loaded dataset |
| Prime Capital Investment Advisors | NONE | $9,566 | not reported in the loaded dataset |