2023 Form 5500 filing — Medical Associates 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 20241010120141NAL0011439443001) for Medical Associates Clinic P. C. 401(K) Profit Sharing Plan, reported by Medical Associates Clinic, P.C. under EIN 42-1115442 and plan number 002. It reports 1,389 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010120141NAL0011439443001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Medical Associates Clinic, P.C.
- EIN
- 42-1115442
- Plan number
- 002
- Location
- Dubuque, IA
- Participants
- 1,389
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $294,058,520
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $294,058,520
- Employer contributions
- $5,346,582
- Participant contributions
- $7,543,949
- Total income / additions
- $54,614,747
- Benefits paid
- $29,343,478
- Administrative expenses
- $277,983
- Total expenses
- $29,622,127
- Net increase / (decrease)
- $24,992,620
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $113,332 | $0 |
| Steele Capital Management | NONE | $73,629 | not reported in the loaded dataset |
| Capfinancial Partners LLC | NONE | $71,236 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $13,700 | not reported in the loaded dataset |
| Prudential Investment Management Se | NONE | $5,216 | $3,963 |