Kaukauna Clinic, S.C. 401(K) And Retirement Savings Plan — Form 5500 plan (Kaukauna Clinic, S.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, Kaukauna Clinic, S.C. 401(K) And Retirement Savings Plan is a benefit plan reported by Kaukauna Clinic, S.C. under EIN 39-1189707 and plan number 001. The latest loaded filing year is 2023. The filing reports 77 participants and $18,625,034 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kaukauna Clinic, S.C.
- EIN
- 39-1189707
- Plan number
- 001
- Plan type
- 2
- Location
- Little Chute, WI
- Latest filing year
- 2023
- Participants
- 77
- End-of-year plan assets
- $18,625,034
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 77 | I | 20240729101913NAL0019220017001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $18,625,034
- Net assets (EOY)
- $18,625,034
- Net assets (BOY)
- $16,504,763
Income & contributions
- Employer contributions
- $323,767
- Participant contributions
- $273,002
- Total income / additions
- $3,070,061
Expenses & distributions
- Benefits paid
- $949,343
- Administrative expenses
- $447
- Total expenses
- $949,790
- Net increase / (decrease)
- $2,120,271
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.