2023 Form 5500 filing — Yankton Medical Clinic P.C. Profit Sharing Plan & Trust
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 20240731083345NAL0021223921001) for Yankton Medical Clinic P.C. Profit Sharing Plan & Trust, reported by Yankton Medical Clinic P.C. under EIN 46-0363830 and plan number 001. It reports 433 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731083345NAL0021223921001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Yankton Medical Clinic P.C.
- EIN
- 46-0363830
- Plan number
- 001
- Location
- Yankton, SD
- Participants
- 433
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $93,582,097
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $93,582,097
- Employer contributions
- $3,497,651
- Participant contributions
- $996,995
- Total income / additions
- $19,041,622
- Benefits paid
- $5,876,976
- Administrative expenses
- $140,869
- Total expenses
- $6,017,845
- Net increase / (decrease)
- $13,023,777
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First National Bank In Sioux Falls | TRUSTEE | $135,877 | $0 |
| Oneamerica Retirement Services, LLC | NONE | $4,992 | $0 |
| Matrix Trust Company | NONE | $0 | $0 |