Hutchinson Clinic, P.A. Employees' 401k Profit Sharing Plan And Trust — Form 5500 plan (Hutchinson Clinic, 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, Hutchinson Clinic, P.A. Employees' 401k Profit Sharing Plan And Trust is a benefit plan reported by Hutchinson Clinic, P.A. under EIN 48-0734011 and plan number 002. The latest loaded filing year is 2023. The filing reports 789 participants and $120,570,022 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hutchinson Clinic, P.A.
- EIN
- 48-0734011
- Plan number
- 002
- Plan type
- 2
- Location
- Hutchinson, KS
- Latest filing year
- 2023
- Participants
- 789
- End-of-year plan assets
- $120,570,022
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 789 | H, C | 20241014124511NAL0013297267003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $120,570,022
- Net assets (EOY)
- $120,570,022
- Net assets (BOY)
- $106,998,678
Income & contributions
- Employer contributions
- $3,132,284
- Participant contributions
- $2,748,223
- Total contributions
- $6,634,779
- Total income / additions
- $24,174,021
Expenses & distributions
- Benefits paid
- $10,439,788
- Administrative expenses
- $142,085
- Total expenses
- $10,602,677
- Net increase / (decrease)
- $13,571,344
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | NONE | $64,520 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Service | NONE | $37,705 | not reported in the loaded dataset | 2023 |
| Central Bank & Trust Co | NONE | $19,162 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services Inc | NONE | $14,926 | not reported in the loaded dataset | 2023 |
| Adamsbrown Wealth Consultants | NONE | $5,772 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $2,313 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hutchinson Clinic, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Hutchinson, KS
- Capfinancial Partners LLC — Schedule C compensation
- Morningstar Investment Service — Schedule C compensation
- Central Bank & Trust Co — Schedule C compensation
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Adamsbrown Wealth Consultants — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation