2023 Form 5500 filing — The West Clinic 401(K) And 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 20240905102544NAL0020916449001) for The West Clinic 401(K) And Profit Sharing Plan, reported by The West Clinic Pllc under EIN 62-1526296 and plan number 001. It reports 987 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905102544NAL0020916449001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The West Clinic Pllc
- EIN
- 62-1526296
- Plan number
- 001
- Location
- Germantown, TN
- Participants
- 987
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $82,142,759
- Total liabilities (EOY)
- $4
- Net assets (EOY)
- $82,142,755
- Employer contributions
- $3,360,195
- Participant contributions
- $3,587,400
- Total income / additions
- $19,327,529
- Benefits paid
- $2,271,806
- Administrative expenses
- $190,899
- Total expenses
- $2,462,705
- Net increase / (decrease)
- $16,864,824
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Retirement Plan Company, LLC | RECORDKEEPER | $117,670 | $14,815 |
| Highland Capital Management, LLC | INVESTMENT ADVISORY | $69,316 | not reported in the loaded dataset |