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, Mason City Clinic, P.C. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Mason City Clinic, P.C. under EIN 42-1009288 and plan number 002. The latest loaded filing year is 2023. The filing reports 333 participants and $157,423,952 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $157,423,952
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $157,423,952
- Net assets (BOY)
- $126,746,757
Income & contributions
- Employer contributions
- $2,516,941
- Participant contributions
- $1,392,441
- Total contributions
- $3,909,382
- Total income / additions
- $35,829,965
Expenses & distributions
- Benefits paid
- $5,044,276
- Administrative expenses
- $108,494
- Total expenses
- $5,152,770
- Net increase / (decrease)
- $30,677,195