2023 Form 5500 filing — The Baton Rouge Clinic (A Medical Corporation) 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 20250129152207NAL0016285281001) for The Baton Rouge Clinic (A Medical Corporation) 401(K) Profit Sharing Plan, reported by The Baton Rouge Clinic (A Medical Corporation) under EIN 72-1111417 and plan number 002. It reports 716 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250129152207NAL0016285281001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Baton Rouge Clinic (A Medical Corporation)
- EIN
- 72-1111417
- Plan number
- 002
- Location
- Baton Rouge, LA
- Participants
- 716
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $168,110,785
- Net assets (EOY)
- $168,110,785
- Employer contributions
- $8,368,215
- Participant contributions
- $3,586,360
- Total income / additions
- $35,567,566
- Benefits paid
- $7,077,139
- Administrative expenses
- $413,125
- Total expenses
- $7,490,264
- Net increase / (decrease)
- $28,077,302
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $269,268 | not reported in the loaded dataset |
| Evans Investment Advisors LLC | NONE | $139,709 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $538 | $0 |