2023 Form 5500 filing — Covid Clinic, Inc. 401(K) 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 20241125094732NAL0004485041001) for Covid Clinic, Inc. 401(K) Plan, reported by Covid Clinic, Inc. under EIN 85-0673475 and plan number 001. It reports 350 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241125094732NAL0004485041001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Covid Clinic, Inc.
- EIN
- 85-0673475
- Plan number
- 001
- Location
- Huntington Beach, CA
- Participants
- 350
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $31,733
- Participant contributions
- $16,774
- Total income / additions
- $87,102
- Benefits paid
- $460,670
- Administrative expenses
- $14,444
- Total expenses
- $475,114
- Net increase / (decrease)
- -$388,012
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $7,999 | $0 |
| Premier Plan Consultants Inc | CONTRACT ADMIN | $5,217 | $113 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $1,131 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $97 | not reported in the loaded dataset |