Yankton Medical Clinic P.C. Profit Sharing Plan & Trust — Form 5500 plan (Yankton Medical 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, Yankton Medical Clinic P.C. Profit Sharing Plan & Trust is a benefit plan reported by Yankton Medical Clinic P.C. under EIN 46-0363830 and plan number 001. The latest loaded filing year is 2023. The filing reports 433 participants and $93,582,097 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Yankton Medical Clinic P.C.
- EIN
- 46-0363830
- Plan number
- 001
- Plan type
- 2
- Location
- Yankton, SD
- Latest filing year
- 2023
- Participants
- 433
- End-of-year plan assets
- $93,582,097
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 433 | H, C | 20240731083345NAL0021223921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $93,582,097
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $93,582,097
- Net assets (BOY)
- $80,558,320
Income & contributions
- Employer contributions
- $3,497,651
- Participant contributions
- $996,995
- Total contributions
- $4,535,810
- Total income / additions
- $19,041,622
Expenses & distributions
- Benefits paid
- $5,876,976
- Administrative expenses
- $140,869
- Total expenses
- $6,017,845
- Net increase / (decrease)
- $13,023,777
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First National Bank In Sioux Falls | TRUSTEE | $135,877 | $0 | 2023 |
| Oneamerica Retirement Services, LLC | NONE | $4,992 | $0 | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Yankton Medical Clinic P.C.
- 2023 Form 5500 filing
- Form 5500 filings in SD
- 401(k) and benefit plan filings in Yankton, SD
- First National Bank In Sioux Falls — Schedule C compensation
- Oneamerica Retirement Services, LLC — Schedule C compensation
- Matrix Trust Company — Schedule C compensation