Brown Clinic, Pllp 401(K) Plan — Form 5500 plan (Brown Clinic P.L.L.P.)

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, Brown Clinic, Pllp 401(K) Plan is a benefit plan reported by Brown Clinic P.L.L.P. under EIN 46-0461752 and plan number 001. The latest loaded filing year is 2023. The filing reports 212 participants and $19,644,623 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brown Clinic P.L.L.P.
EIN
46-0461752
Plan number
001
Plan type
2
Location
Watertown, SD
Latest filing year
2023
Participants
212
End-of-year plan assets
$19,644,623

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023212H, C20241015144012NAL0016650707001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,644,623
Total liabilities (EOY)
$0
Net assets (EOY)
$19,644,623
Net assets (BOY)
$17,035,317

Income & contributions

Employer contributions
$208,659
Participant contributions
$724,276
Total contributions
$987,397
Total income / additions
$4,058,985

Expenses & distributions

Benefits paid
$1,383,933
Administrative expenses
$65,746
Total expenses
$1,449,679
Net increase / (decrease)
$2,609,306

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$65,746$02023
Visionpoint Advisory GroupINVESTMENT ADVISORY$0$35,1762023

Related Form 5500 pages