2023 Form 5500 filing — Kaizen Clinical Partners 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 20241216083759NAL0000741347001) for Kaizen Clinical Partners Retirement Plan, reported by Kaizen Clinical Partners, Inc. under EIN 86-3730345 and plan number 003. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241216083759NAL0000741347001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kaizen Clinical Partners, Inc.
- EIN
- 86-3730345
- Plan number
- 003
- Location
- Mcallen, TX
- Participants
- 165
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,444,903
- Net assets (EOY)
- $11,444,903
- Employer contributions
- $5,332
- Participant contributions
- $99,915
- Total income / additions
- $1,501,432
- Benefits paid
- $51,836
- Administrative expenses
- $1,605
- Total expenses
- $53,441
- Net increase / (decrease)
- $1,447,991
- Schedule source
- Schedule H