New Lexington Clinic, P.S.C. Savings And Profit Sharing Plan — Form 5500 plan (New Lexington Clinic, P.S.C.)
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, New Lexington Clinic, P.S.C. Savings And Profit Sharing Plan is a benefit plan reported by New Lexington Clinic, P.S.C. under EIN 61-1262927 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,518 participants and $250,643,576 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New Lexington Clinic, P.S.C.
- EIN
- 61-1262927
- Plan number
- 001
- Plan type
- 2
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 1,518
- End-of-year plan assets
- $250,643,576
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,518 | H, C | 20240923095108NAL0020140672001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $250,643,576
- Net assets (EOY)
- $250,643,576
- Net assets (BOY)
- $198,797,465
Income & contributions
- Employer contributions
- $6,171,730
- Participant contributions
- $6,295,883
- Total contributions
- $24,215,372
- Total income / additions
- $62,192,901
Expenses & distributions
- Benefits paid
- $10,269,305
- Administrative expenses
- $74,966
- Total expenses
- $10,346,790
- Net increase / (decrease)
- $51,846,111
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $52,678 | not reported in the loaded dataset | 2023 |
| Fund Evaluation Group | OTHER SERVICES | $37,500 | not reported in the loaded dataset | 2023 |
| Retirement Management Services, LLC | CONSULTANT | $18,463 | not reported in the loaded dataset | 2023 |
| Cherry Bekaert | ACCOUNTANT | $15,900 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $10,062 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New Lexington Clinic, P.S.C.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Strategic Advisors, Inc. — Schedule C compensation
- Fund Evaluation Group — Schedule C compensation
- Retirement Management Services, LLC — Schedule C compensation
- Cherry Bekaert — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation