Newton Clinic, P.C. Money Purchase Pension 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. Money Purchase Pension Plan is a benefit plan reported by Newton Clinic, P.C. under EIN 42-1131083 and plan number 003. The latest loaded filing year is 2023. The filing reports 42 participants and $5,503,932 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
- 003
- Plan type
- 2
- Location
- Newton, IA
- Latest filing year
- 2023
- Participants
- 42
- End-of-year plan assets
- $5,503,932
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 42 | I | 20250120071235NAL0002938176001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,503,932
- Net assets (EOY)
- $5,503,932
- Net assets (BOY)
- $4,831,615
Income & contributions
- Employer contributions
- $143,414
- Total income / additions
- $926,661
Expenses & distributions
- Benefits paid
- $254,344
- Total expenses
- $254,344
- Net increase / (decrease)
- $672,317
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.