Conrad/Pearson Clinic, P. C. 401(K) Profit Sharing Plan — Form 5500 plan (Conrad/Pearson Clinic, P.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, Conrad/Pearson Clinic, P. C. 401(K) Profit Sharing Plan is a benefit plan reported by Conrad/Pearson Clinic, P.C. under EIN 62-1634103 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $4,124,080 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Conrad/Pearson Clinic, P.C.
- EIN
- 62-1634103
- Plan number
- 001
- Plan type
- 2
- Location
- Germantown, TN
- Latest filing year
- 2023
- Participants
- 137
- End-of-year plan assets
- $4,124,080
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 137 | H | 20250815115110NAL0010150851001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,124,080
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,124,080
- Net assets (BOY)
- $15,449,822
Income & contributions
- Total contributions
- $0
- Total income / additions
- $1,728,600
Expenses & distributions
- Benefits paid
- $13,046,822
- Administrative expenses
- $7,520
- Total expenses
- $13,054,342
- Net increase / (decrease)
- -$11,325,742
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.