2023 Form 5500 filing — Childrens Clinic Of Swla Apmc 401(K) Profit Sharing Plan And 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 20241003101843NAL0016839904002) for Childrens Clinic Of Swla Apmc 401(K) Profit Sharing Plan And Trust, reported by Childrens Clinic Of Swla Apmc under EIN 72-0915428 and plan number 002. It reports 128 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003101843NAL0016839904002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Childrens Clinic Of Swla Apmc
- EIN
- 72-0915428
- Plan number
- 002
- Location
- Lake Charles, LA
- Participants
- 128
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,258,353
- Net assets (EOY)
- $12,258,353
- Employer contributions
- $229,855
- Participant contributions
- $461,918
- Total income / additions
- $1,907,726
- Benefits paid
- $1,426,456
- Administrative expenses
- $147,665
- Total expenses
- $1,574,121
- Net increase / (decrease)
- $333,605
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Asset Planning Services, Inc. | ADVISOR | $115,606 | $0 |
| Laporte Cpas | CPA | $14,000 | $0 |
| Martin,Martin,Randall & Assc. Inc. | THIRD PARTY ADMINISTRATOR | $8,428 | $0 |