Cassopolis Family Clinic Network 401(K) Plan — Form 5500 plan (Lakeland Immediate Care Center,)

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, Cassopolis Family Clinic Network 401(K) Plan is a benefit plan reported by Lakeland Immediate Care Center, under EIN 38-3082107 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $3,876,632 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lakeland Immediate Care Center,
EIN
38-3082107
Plan number
001
Plan type
2
Location
Cassopolis, MI
Latest filing year
2023
Participants
145
End-of-year plan assets
$3,876,632

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023145H, C20240709134542NAL0008754899001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,876,632
Total liabilities (EOY)
$0
Net assets (EOY)
$3,876,632
Net assets (BOY)
$3,035,437

Income & contributions

Employer contributions
$295,206
Participant contributions
$565,784
Total contributions
$901,093
Total income / additions
$1,459,288

Expenses & distributions

Benefits paid
$572,084
Administrative expenses
$46,009
Total expenses
$618,093
Net increase / (decrease)
$841,195

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$43,784$02023
Raymond James & Associates, Inc.INVESTMENT ADVISORY$0$15,4032023

Related Form 5500 pages