2023 Form 5500 filing — Mcfarland Clinic, P.C. 401(K) 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 20241005120512NAL0021797056001) for Mcfarland Clinic, P.C. 401(K) Profit Sharing Plan, reported by Mcfarland Clinic, P.C. under EIN 42-1089512 and plan number 002. It reports 1,962 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241005120512NAL0021797056001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mcfarland Clinic, P.C.
- EIN
- 42-1089512
- Plan number
- 002
- Location
- Ames, IA
- Participants
- 1,962
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $448,205,082
- Net assets (EOY)
- $448,205,082
- Employer contributions
- $12,439,322
- Participant contributions
- $10,401,140
- Total income / additions
- $89,167,642
- Benefits paid
- $45,506,269
- Administrative expenses
- $555,260
- Total expenses
- $46,073,250
- Net increase / (decrease)
- $43,094,392
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Foster Group Inc | NONE | $247,983 | not reported in the loaded dataset |
| Schwab Retirement Plan Services Inc | NONE | $149,208 | not reported in the loaded dataset |
| Steele Capital Management Inc | NONE | $39,885 | not reported in the loaded dataset |
| Envestnet Asset Management Inc | NONE | $32,050 | not reported in the loaded dataset |
| Iowa Wealth Management LLC | NONE | $23,648 | not reported in the loaded dataset |
| Mercer Global Advisors Inc | NONE | $14,893 | not reported in the loaded dataset |
| Five Talents Financial | NONE | $11,695 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $9,490 | $0 |
| Morningstar Inc | NONE | $8,646 | not reported in the loaded dataset |
| Larson Financial Group LLC | NONE | $8,437 | not reported in the loaded dataset |
| Brinker Capital Investments Ll | NONE | $5,710 | not reported in the loaded dataset |