Spaulding Clinical Research 401(K) Plan — Form 5500 plan (Spaulding Clinical Research)
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, Spaulding Clinical Research 401(K) Plan is a benefit plan reported by Spaulding Clinical Research under EIN 26-0647166 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $4,300,208 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spaulding Clinical Research
- EIN
- 26-0647166
- Plan number
- 001
- Plan type
- 2
- Location
- West Bend, WI
- Latest filing year
- 2023
- Participants
- 200
- End-of-year plan assets
- $4,300,208
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 200 | H, C | 20241015123344NAL0049409264001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,300,208
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,300,208
- Net assets (BOY)
- $2,790,263
Income & contributions
- Employer contributions
- $456,522
- Participant contributions
- $723,671
- Total contributions
- $1,291,844
- Total income / additions
- $1,902,839
Expenses & distributions
- Benefits paid
- $357,158
- Administrative expenses
- $35,736
- Total expenses
- $392,894
- Net increase / (decrease)
- $1,509,945
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual | INVESTMENT ADVISORY-PLAN | $16,236 | not reported in the loaded dataset | 2023 |
| Ppg Retirement Plan Services | RECORDKEEPER | $2,904 | $124 | 2023 |
| Transamerica Life Insurance Company | RECORDKEEPER | $2,775 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY-PLAN | $1,633 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Spaulding Clinical Research
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in West Bend, WI
- Northwestern Mutual — Schedule C compensation
- Ppg Retirement Plan Services — Schedule C compensation
- Transamerica Life Insurance Company — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation