2023 Form 5500 filing — Mankato Clinic, Ltd. 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 20241015070559NAL0015930099001) for Mankato Clinic, Ltd. 401(K) Profit Sharing Plan, reported by Mankato Clinic Ltd under EIN 41-0849339 and plan number 001. It reports 1,241 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015070559NAL0015930099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mankato Clinic Ltd
- EIN
- 41-0849339
- Plan number
- 001
- Location
- Mankato, MN
- Participants
- 1,241
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $220,798,081
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $220,798,081
- Employer contributions
- $7,028,874
- Participant contributions
- $5,193,760
- Total income / additions
- $46,733,207
- Benefits paid
- $19,075,116
- Administrative expenses
- $348,132
- Total expenses
- $19,423,248
- Net increase / (decrease)
- $27,309,959
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $174,343 | not reported in the loaded dataset |
| Advanced Capital Group | NONE | $85,000 | not reported in the loaded dataset |
| Nicollet Investmentmanagement | NONE | $60,068 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $17 | $17,796 |
| Eide Bailly Llp | NONE | $16,129 | not reported in the loaded dataset |
| Falkerinvestments Inc | NONE | $7,897 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $806 | $0 |