Plan5500

Lower Shore Clinic, Inc. 401(K) Plan — Form 5500 plan (Lower Shore Clinic, 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, Lower Shore Clinic, Inc. 401(K) Plan is a benefit plan reported by Lower Shore Clinic, Inc. under EIN 52-1976585 and plan number 002. The latest loaded filing year is 2023. The filing reports 161 participants and $4,160,034 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lower Shore Clinic, Inc.
EIN
52-1976585
Plan number
002
Plan type
2
Location
Salisbury, MD
Latest filing year
2023
Participants
161
End-of-year plan assets
$4,160,034

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023161H, C20240730101903NAL0011719315001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,160,034
Total liabilities (EOY)
$0
Net assets (EOY)
$4,160,034
Net assets (BOY)
$3,035,830

Income & contributions

Employer contributions
$404,338
Participant contributions
$440,968
Total contributions
$950,188
Total income / additions
$1,513,497

Expenses & distributions

Benefits paid
$351,426
Administrative expenses
$37,867
Total expenses
$389,293
Net increase / (decrease)
$1,124,204

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cetera AdvisorsADVISOR$25,622not reported in the loaded dataset2023
Pollard & Associates, Inc.THIRD PARTY ADMINISTRATO$6,419not reported in the loaded dataset2023
Adp, IncRECORDKEEPER$5,779not reported in the loaded dataset2023

Related Form 5500 pages