Anchor Bay Clinic Family Medical Center P.C. Employees' 401(K) Plan And Trust — Form 5500 plan (Anchor Bay Clinic Family Medical Center P.C.)

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, Anchor Bay Clinic Family Medical Center P.C. Employees' 401(K) Plan And Trust is a benefit plan reported by Anchor Bay Clinic Family Medical Center P.C. under EIN 38-2376533 and plan number 001. The latest loaded filing year is 2023. The filing reports 20 participants and $2,677,148 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.7MPlan net assets, end of year$2,677,148
Participants20Covered participants reported
Assets / participant$133.9KComputed: assets ÷ participants$133,857 (computed)
Provider compensationNone reported
Plan sponsor
Anchor Bay Clinic Family Medical Center P.C.
EIN
38-2376533
Plan number
001
Plan type
2
Location
New Baltimore, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202320I20240815083308NAL0012791185001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.7M total assets
Net assets$2.7MLiabilities$0
Money in vs. money out
Total income / additions$509.4K
Total expenses$14.7K
Benefits paid / distributions$14K
Contributions
Employer$27.6K
Participant$88K
Full reported line items

Net assets

Total assets (EOY)
$2,677,148
Total liabilities (EOY)
$0
Net assets (EOY)
$2,677,148
Net assets (BOY)
$2,182,421

Income & contributions

Employer contributions
$27,630
Participant contributions
$88,036
Total income / additions
$509,405

Expenses & distributions

Benefits paid
$14,009
Administrative expenses
$669
Total expenses
$14,678
Net increase / (decrease)
$494,727
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 24%Participant 76%
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income3%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages