Shawd Neighborhood Clinic 401(K) Psp — Form 5500 plan (Shawd Neighborhood Clinic Management, Inc.)
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, Shawd Neighborhood Clinic 401(K) Psp is a benefit plan reported by Shawd Neighborhood Clinic Management, Inc. under EIN 46-3038223 and plan number 001. The latest loaded filing year is 2023. The filing reports 217 participants and $7,363,015 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shawd Neighborhood Clinic Management, Inc.
- EIN
- 46-3038223
- Plan number
- 001
- Plan type
- 2
- Location
- Sioux Falls, SD
- Latest filing year
- 2023
- Participants
- 217
- End-of-year plan assets
- $7,363,015
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 217 | H, C | 20241014082302NAL0045303104001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,363,015
- Total liabilities (EOY)
- $446
- Net assets (EOY)
- $7,362,569
- Net assets (BOY)
- $5,069,142
Income & contributions
- Employer contributions
- $479,004
- Participant contributions
- $1,030,883
- Total contributions
- $1,524,355
- Total income / additions
- $2,637,713
Expenses & distributions
- Benefits paid
- $267,560
- Administrative expenses
- $76,726
- Total expenses
- $344,286
- Net increase / (decrease)
- $2,293,427
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial Services | INVESTMENT ADVISOR | $24,926 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Serv. | RECORDKEEPER | $16,298 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | OTHER | $13,587 | not reported in the loaded dataset | 2023 |
| Tax Sheltered Compensation | CONTRACT ADMIN | $12,862 | not reported in the loaded dataset | 2023 |
| Paceline Accounting Group Llp | OTHER | $9,053 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shawd Neighborhood Clinic Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in SD
- 401(k) and benefit plan filings in Sioux Falls, SD
- Raymond James Financial Services — Schedule C compensation
- Capital Group Retirement Plan Serv. — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Tax Sheltered Compensation — Schedule C compensation
- Paceline Accounting Group Llp — Schedule C compensation