2023 Form 5500 filing — Collom And Carney Clinic Association 401 (K) Savings 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 20240904140200NAL0020282625001) for Collom And Carney Clinic Association 401 (K) Savings Plan, reported by Collom & Carney Clinic Association under EIN 75-1151440 and plan number 002. It reports 443 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904140200NAL0020282625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Collom & Carney Clinic Association
- EIN
- 75-1151440
- Plan number
- 002
- Location
- Texarkana, TX
- Participants
- 443
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $69,033,372
- Net assets (EOY)
- $69,033,372
- Employer contributions
- $1,343,961
- Participant contributions
- $2,643,995
- Total income / additions
- $13,424,388
- Benefits paid
- $2,462,331
- Total expenses
- $2,462,331
- Net increase / (decrease)
- $10,962,057
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $12,310 | not reported in the loaded dataset |