2023 Form 5500 filing — Fond Du Lac Regional Clinic, S.C. 401k Profit Sharing 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 20240828132025NAL0012169313001) for Fond Du Lac Regional Clinic, S.C. 401k Profit Sharing Plan, reported by Fond Du Lac Regional Clinic, S.C. under EIN 39-1172740 and plan number 001. It reports 126 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828132025NAL0012169313001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fond Du Lac Regional Clinic, S.C.
- EIN
- 39-1172740
- Plan number
- 001
- Location
- Fond Du Lac, WI
- Participants
- 126
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $116,079,135
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $116,079,135
- Employer contributions
- $3,623,484
- Participant contributions
- $2,337,487
- Total income / additions
- $22,794,484
- Benefits paid
- $11,397,328
- Administrative expenses
- $193,088
- Total expenses
- $11,590,416
- Net increase / (decrease)
- $11,204,068
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY EMPLOYER | $108,008 | $0 |
| Lpl Financial | RETAINED BY EMPLOYER | $70,000 | not reported in the loaded dataset |
| Grant Thornton Llp | RETAINED BY EMPLOYER | $15,080 | not reported in the loaded dataset |