2023 Form 5500 filing — New Lexington Clinic, P.S.C. Savings 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 20240923095108NAL0020140672001) for New Lexington Clinic, P.S.C. Savings And Profit Sharing Plan, reported by New Lexington Clinic, P.S.C. under EIN 61-1262927 and plan number 001. It reports 1,518 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923095108NAL0020140672001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Lexington Clinic, P.S.C.
- EIN
- 61-1262927
- Plan number
- 001
- Location
- Lexington, KY
- Participants
- 1,518
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $250,643,576
- Net assets (EOY)
- $250,643,576
- Employer contributions
- $6,171,730
- Participant contributions
- $6,295,883
- Total income / additions
- $62,192,901
- Benefits paid
- $10,269,305
- Administrative expenses
- $74,966
- Total expenses
- $10,346,790
- Net increase / (decrease)
- $51,846,111
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $52,678 | not reported in the loaded dataset |
| Fund Evaluation Group | OTHER SERVICES | $37,500 | not reported in the loaded dataset |
| Retirement Management Services, LLC | CONSULTANT | $18,463 | not reported in the loaded dataset |
| Cherry Bekaert | ACCOUNTANT | $15,900 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $10,062 | not reported in the loaded dataset |