Plan5500

Wheeler Clinic, Inc. 403(B) Plan — Form 5500 plan (Wheeler Clinic, Inc.)

Plain-English plan 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, Wheeler Clinic, Inc. 403(B) Plan is a benefit plan reported by Wheeler Clinic, Inc. under EIN 06-0867065 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,326 participants and $50,147,321 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wheeler Clinic, Inc.
EIN
06-0867065
Plan number
004
Plan type
2
Location
Bristol, CT
Latest filing year
2023
Participants
2,326
End-of-year plan assets
$50,147,321

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,326H, C20241015105542NAL0029319697001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$50,147,321
Net assets (EOY)
$50,147,321
Net assets (BOY)
$42,566,303

Income & contributions

Employer contributions
$1,834,320
Participant contributions
$2,622,643
Total contributions
$4,969,335
Total income / additions
$12,194,358

Expenses & distributions

Benefits paid
$4,398,971
Administrative expenses
$214,369
Total expenses
$4,613,340
Net increase / (decrease)
$7,581,018

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Sec. Corp LLCnot reported in the loaded dataset$157,817$02023
Wilshire Associates Inc.not reported in the loaded dataset$22,545$02023

Related Form 5500 pages