2023 Form 5500 filing — Medical Center Clinic 401(K) Retirement 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 20241125104310NAL0004609025001) for Medical Center Clinic 401(K) Retirement Plan, reported by West Florida Medical Center Clinic, P.A. under EIN 59-2193856 and plan number 002. It reports 633 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241125104310NAL0004609025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- West Florida Medical Center Clinic, P.A.
- EIN
- 59-2193856
- Plan number
- 002
- Location
- Pensacola, FL
- Participants
- 633
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $109,992,657
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $109,992,657
- Employer contributions
- $2,534,093
- Participant contributions
- $2,170,230
- Total income / additions
- $22,296,317
- Benefits paid
- $7,580,542
- Administrative expenses
- $129,136
- Total expenses
- $7,709,678
- Net increase / (decrease)
- $14,586,639
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $61,220 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $28,306 | $0 |
| Hancock Whitney Bank | ADVISOR | $28,306 | $0 |