Plan5500

South Lake Clinic, P. A. Employees' Profit Sharing Plus Plan — Form 5500 plan (South Lake Clinic, P.A.)

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, South Lake Clinic, P. A. Employees' Profit Sharing Plus Plan is a benefit plan reported by South Lake Clinic, P.A. under EIN 41-1240834 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $17,985,496 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
South Lake Clinic, P.A.
EIN
41-1240834
Plan number
001
Plan type
2
Location
Minnetonka, MN
Latest filing year
2023
Participants
142
End-of-year plan assets
$17,985,496

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023142H, C20241015144429NAL0016657747001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,985,496
Total liabilities (EOY)
$0
Net assets (EOY)
$17,985,496
Net assets (BOY)
$14,910,093

Income & contributions

Employer contributions
$510,800
Participant contributions
$1,089,589
Total contributions
$1,778,038
Total income / additions
$4,261,609

Expenses & distributions

Benefits paid
$1,125,074
Administrative expenses
$61,132
Total expenses
$1,186,206
Net increase / (decrease)
$3,075,403

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Trust Point Inc.NONE$61,132not reported in the loaded dataset2023

Related Form 5500 pages