2023 Form 5500 filing — La Clinica De Familia, Inc. 401(K) Employee'S Retirment 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 20240815145416NAL0013217137001) for La Clinica De Familia, Inc. 401(K) Employee'S Retirment Plan & Trust, reported by La Clinica De Familia, Inc. under EIN 85-0265533 and plan number 001. It reports 908 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240815145416NAL0013217137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- La Clinica De Familia, Inc.
- EIN
- 85-0265533
- Plan number
- 001
- Location
- Las Cruces, NM
- Participants
- 908
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,698,604
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,698,604
- Employer contributions
- $810,603
- Participant contributions
- $1,404,678
- Total income / additions
- $5,496,986
- Benefits paid
- $1,410,030
- Administrative expenses
- $9,206
- Total expenses
- $1,419,236
- Net increase / (decrease)
- $4,077,750
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | INSURANCE CARRIER | $6,586 | $0 |