Watson Clinic Llp Profit Sharing Plan — Form 5500 plan (Watson Clinic Llp)
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, Watson Clinic Llp Profit Sharing Plan is a benefit plan reported by Watson Clinic Llp under EIN 59-0704934 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,587 participants and $282,522,839 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Watson Clinic Llp
- EIN
- 59-0704934
- Plan number
- 001
- Plan type
- 2
- Location
- Lakeland, FL
- Latest filing year
- 2023
- Participants
- 2,587
- End-of-year plan assets
- $282,522,839
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,587 | H, C | 20250501075516NAL0002952561001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $282,522,839
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $282,522,839
- Net assets (BOY)
- $242,095,857
Income & contributions
- Employer contributions
- $5,231,652
- Participant contributions
- $10,729,028
- Total contributions
- $16,633,076
- Total income / additions
- $58,655,741
Expenses & distributions
- Benefits paid
- $17,653,195
- Administrative expenses
- $568,647
- Total expenses
- $18,228,759
- Net increase / (decrease)
- $40,426,982
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services | RECORDKEEPER | $260,450 | $0 | 2023 |
| James M Luffman | ADVISOR | $122,523 | not reported in the loaded dataset | 2023 |
| Agw Capital Advisors | ADVISOR | $69,855 | not reported in the loaded dataset | 2023 |
| Fred Lopez/Allen & Co Of Florida | ADVISOR | $38,258 | not reported in the loaded dataset | 2023 |
| Lindsey Shannon | ADVISOR | $25,317 | not reported in the loaded dataset | 2023 |
| William Merriam | ADVISOR | $16,995 | not reported in the loaded dataset | 2023 |
| Isaac Hartmann | ADVISOR | $14,911 | not reported in the loaded dataset | 2023 |
| Jeffrey Larson | ADVISOR | $5,702 | not reported in the loaded dataset | 2023 |
| Brian Hansen | ADVISOR | $5,378 | not reported in the loaded dataset | 2023 |
| Td Ameritrade | ADVISOR | $2,640 | $0 | 2023 |
| Matrix Trust Company | TRUSTEE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Watson Clinic Llp
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Lakeland, FL
- Oneamerica Retirement Services — Schedule C compensation
- James M Luffman — Schedule C compensation
- Agw Capital Advisors — Schedule C compensation
- Fred Lopez/Allen & Co Of Florida — Schedule C compensation
- Lindsey Shannon — Schedule C compensation
- William Merriam — Schedule C compensation
- Isaac Hartmann — Schedule C compensation
- Jeffrey Larson — Schedule C compensation
- Brian Hansen — Schedule C compensation
- Td Ameritrade — Schedule C compensation
- Matrix Trust Company — Schedule C compensation