Oakleaf Clinics, Inc. Profit Sharing Plan — Form 5500 plan (Oakleaf Clinics, 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, Oakleaf Clinics, Inc. Profit Sharing Plan is a benefit plan reported by Oakleaf Clinics, Inc. under EIN 27-4563392 and plan number 001. The latest loaded filing year is 2023. The filing reports 302 participants and $41,498,143 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oakleaf Clinics, Inc.
- EIN
- 27-4563392
- Plan number
- 001
- Plan type
- 2
- Location
- Eau Claire, WI
- Latest filing year
- 2023
- Participants
- 302
- End-of-year plan assets
- $41,498,143
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 302 | H, C | 20241015074403NAL0027775553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,498,143
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,498,143
- Net assets (BOY)
- $34,568,298
Income & contributions
- Employer contributions
- $2,389,643
- Participant contributions
- $1,885,237
- Total contributions
- $4,922,285
- Total income / additions
- $10,027,323
Expenses & distributions
- Benefits paid
- $2,996,032
- Administrative expenses
- $101,446
- Total expenses
- $3,097,478
- Net increase / (decrease)
- $6,929,845
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Orgel Wealth Management, LLC | INVESTMENT/FINANCIAL ADVI | $77,749 | $0 | 2023 |
| Wipfli Llp | ACCOUNTANT | $12,035 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $8,430 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oakleaf Clinics, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Eau Claire, WI
- Orgel Wealth Management, LLC — Schedule C compensation
- Wipfli Llp — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation