Clinical Associates, P.A. 401(K) Plan — Form 5500 plan (Clinical Associates, P.A.)

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, Clinical Associates, P.A. 401(K) Plan is a benefit plan reported by Clinical Associates, P.A. under EIN 46-5765243 and plan number 001. The latest loaded filing year is 2023. The filing reports 204 participants and $21,430,765 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Clinical Associates, P.A.
EIN
46-5765243
Plan number
001
Plan type
2
Location
Towson, MD
Latest filing year
2023
Participants
204
End-of-year plan assets
$21,430,765

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023204H, C20241015143651NAL0016644883001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,430,765
Total liabilities (EOY)
$0
Net assets (EOY)
$21,430,765
Net assets (BOY)
$19,104,922

Income & contributions

Employer contributions
$408,288
Participant contributions
$1,078,418
Total contributions
$1,490,534
Total income / additions
$4,530,640

Expenses & distributions

Benefits paid
$2,172,301
Administrative expenses
$32,496
Total expenses
$2,204,797
Net increase / (decrease)
$2,325,843

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$32,536$02023

Related Form 5500 pages