2023 Form 5500 filing — Mowery Clinic LLC 401(K) 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 20241014152311NAL0045079424004) for Mowery Clinic LLC 401(K) Plan And Trust, reported by Mowery Clinic, L L C under EIN 48-1145374 and plan number 002. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014152311NAL0045079424004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mowery Clinic, L L C
- EIN
- 48-1145374
- Plan number
- 002
- Location
- Salina, KS
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,136,763
- Net assets (EOY)
- $38,136,763
- Employer contributions
- $956,271
- Participant contributions
- $769,723
- Total income / additions
- $7,315,417
- Benefits paid
- $2,250,730
- Administrative expenses
- $51,665
- Total expenses
- $2,302,395
- Net increase / (decrease)
- $5,013,022
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors, LLC | NONE | $38,697 | $6,635 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $12,847 | $0 |