2023 Form 5500 filing — Grants Pass Clinic 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 20241015192620NAL0051071296004) for Grants Pass Clinic 401(K) & Profit Sharing Plan, reported by Grants Pass Clinic, L.L.P. under EIN 93-0407781 and plan number 001. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015192620NAL0051071296004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Grants Pass Clinic, L.L.P.
- EIN
- 93-0407781
- Plan number
- 001
- Location
- Grants Pass, OR
- Participants
- 149
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,384,256
- Total liabilities (EOY)
- $862
- Net assets (EOY)
- $25,383,394
- Employer contributions
- $549,099
- Participant contributions
- $583,235
- Total income / additions
- $4,880,106
- Benefits paid
- $1,751,810
- Administrative expenses
- $13,991
- Total expenses
- $1,765,801
- Net increase / (decrease)
- $3,114,305
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Premier Retirement Services, Inc. | CONTRACT ADMINISTRATOR | $1,856 | $15,097 |
| Principal Life Insurance Comnpany | CONTRACT ADMINISTRATOR | $11,368 | $0 |
| Fidelity Investments Institutional | RECORDKEEPER | $7,308 | $0 |