Newton Clinic, P.C. Profit Sharing Plan — Form 5500 plan (Newton Clinic, 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, Newton Clinic, P.C. Profit Sharing Plan is a benefit plan reported by Newton Clinic, P.C. under EIN 42-1131083 and plan number 002. The latest loaded filing year is 2023. The filing reports 42 participants and $18,056,441 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Newton Clinic, P.C.
- EIN
- 42-1131083
- Plan number
- 002
- Plan type
- 2
- Location
- Newton, IA
- Latest filing year
- 2023
- Participants
- 42
- End-of-year plan assets
- $18,056,441
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 42 | I | 20250122080653NAL0004224193001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $18,056,441
- Net assets (EOY)
- $18,056,441
- Net assets (BOY)
- $13,465,078
Income & contributions
- Employer contributions
- $343,149
- Total income / additions
- $5,190,280
Expenses & distributions
- Benefits paid
- $598,917
- Total expenses
- $598,917
- Net increase / (decrease)
- $4,591,363
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.