Plan5500

2023 Form 5500 filing — Prevea Clinic, Inc. 401(K) And 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 20240625122934NAL0008022257001) for Prevea Clinic, Inc. 401(K) And Retirement Plan, reported by Prevea Clinic, Inc. under EIN 39-1839349 and plan number 004. It reports 3,010 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240625122934NAL0008022257001
Filing year
2023
Form type
2
Plan sponsor
Prevea Clinic, Inc.
EIN
39-1839349
Plan number
004
Location
Green Bay, WI
Participants
3,010
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$461,653,833
Net assets (EOY)
$461,653,833
Employer contributions
$14,844,737
Participant contributions
$15,079,381
Total income / additions
$99,318,685
Benefits paid
$24,097,559
Administrative expenses
$186,207
Total expenses
$24,300,141
Net increase / (decrease)
$75,018,544
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Robert W. Baird & Co.INVESTMENT ADVISOR$61,373$10,941
Transamerica Retirement SolutionsRECORD KEEPER$40,084$0
Cwm LLCSECURITIES BROKER$32,172not reported in the loaded dataset
Wealth Enhancement GroupINVESTMENT ADVISOR$20,853not reported in the loaded dataset
Schaper Benz & Wise InvestmentSECURITIES BROKER$14,391not reported in the loaded dataset
Fisher InvestmentsSECURITIES BROKER$6,167not reported in the loaded dataset
Charles Schwab & Co., Inc.SECURITIES BROKER$1,722$0
National Financial ServicesSECURITIES BROKER$0$0

Related Form 5500 pages