Clinicomp International 401(K) Profit Sharing Plan — Form 5500 plan (Clinicomp International, 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, Clinicomp International 401(K) Profit Sharing Plan is a benefit plan reported by Clinicomp International, Inc. under EIN 33-0020815 and plan number 001. The latest loaded filing year is 2023. The filing reports 214 participants and $38,425,907 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Clinicomp International, Inc.
EIN
33-0020815
Plan number
001
Plan type
2
Location
San Diego, CA
Latest filing year
2023
Participants
214
End-of-year plan assets
$38,425,907

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023214H, C20241010132042NAL0010018707001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,425,907
Total liabilities (EOY)
$0
Net assets (EOY)
$38,425,907
Net assets (BOY)
$30,885,344

Income & contributions

Employer contributions
$1,181,193
Participant contributions
$2,139,338
Total contributions
$4,032,449
Total income / additions
$10,268,177

Expenses & distributions

Benefits paid
$2,653,468
Administrative expenses
$73,407
Total expenses
$2,727,614
Net increase / (decrease)
$7,540,563

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$37,208$02023
Mercer Investment Management IncADVISOR$30,000not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$6,199not reported in the loaded dataset2023

Related Form 5500 pages