Guthrie 401(K) Retirement Savings Plan — Form 5500 plan (The Guthrie Clinic)
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, Guthrie 401(K) Retirement Savings Plan is a benefit plan reported by The Guthrie Clinic under EIN 23-3055017 and plan number 002. The latest loaded filing year is 2023. The filing reports 835 participants and $221,610,923 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Guthrie Clinic
- EIN
- 23-3055017
- Plan number
- 002
- Plan type
- 2
- Location
- Sayre, PA
- Latest filing year
- 2023
- Participants
- 835
- End-of-year plan assets
- $221,610,923
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 835 | H, C | 20241015161809NAL0016861155001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $221,610,923
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $221,610,923
- Net assets (BOY)
- $205,426,239
Income & contributions
- Employer contributions
- $80,373
- Participant contributions
- $66,476
- Total contributions
- $146,849
- Total income / additions
- $35,014,982
Expenses & distributions
- Benefits paid
- $18,717,324
- Administrative expenses
- $103,354
- Total expenses
- $18,830,298
- Net increase / (decrease)
- $16,184,684
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $103,354 | $0 | 2023 |