2023 Form 5500 filing — Wheeler Clinic, Inc. 403(B) 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 20241015105542NAL0029319697001) for Wheeler Clinic, Inc. 403(B) Plan, reported by Wheeler Clinic, Inc. under EIN 06-0867065 and plan number 004. It reports 2,326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015105542NAL0029319697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wheeler Clinic, Inc.
- EIN
- 06-0867065
- Plan number
- 004
- Location
- Bristol, CT
- Participants
- 2,326
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,147,321
- Net assets (EOY)
- $50,147,321
- Employer contributions
- $1,834,320
- Participant contributions
- $2,622,643
- Total income / additions
- $12,194,358
- Benefits paid
- $4,398,971
- Administrative expenses
- $214,369
- Total expenses
- $4,613,340
- Net increase / (decrease)
- $7,581,018
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Sec. Corp LLC | not reported in the loaded dataset | $157,817 | $0 |
| Wilshire Associates Inc. | not reported in the loaded dataset | $22,545 | $0 |