2023 Form 5500 filing — Mayfield Clinic, Inc. Profit Sharing/401(K) 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 20241009104307NAL0019034849004) for Mayfield Clinic, Inc. Profit Sharing/401(K) Plan, reported by Mayfield Clinic, Inc. under EIN 31-0588183 and plan number 001. It reports 314 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009104307NAL0019034849004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mayfield Clinic, Inc.
- EIN
- 31-0588183
- Plan number
- 001
- Location
- Cincinnati, OH
- Participants
- 314
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,570,816
- Total liabilities (EOY)
- $30,848
- Net assets (EOY)
- $64,539,968
- Employer contributions
- $2,075,163
- Participant contributions
- $2,180,949
- Total income / additions
- $13,170,343
- Benefits paid
- $2,758,026
- Administrative expenses
- $140,219
- Total expenses
- $2,929,104
- Net increase / (decrease)
- $10,241,239
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $70,553 | not reported in the loaded dataset |
| Foster & Motley Inc | NONE | $27,786 | not reported in the loaded dataset |
| Fourth Street Performance Part | NONE | $25,000 | not reported in the loaded dataset |
| Mariner LLC | NONE | $16,880 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $939 | $0 |