Plan5500

Highland Clinic, A P.M.C. 401k Profit Sharing Plan — Form 5500 plan (Highland Clinic, A P.M.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, Highland Clinic, A P.M.C. 401k Profit Sharing Plan is a benefit plan reported by Highland Clinic, A P.M.C. under EIN 72-0703150 and plan number 003. The latest loaded filing year is 2023. The filing reports 373 participants and $86,833,122 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Highland Clinic, A P.M.C.
EIN
72-0703150
Plan number
003
Plan type
2
Location
Shreveport, LA
Latest filing year
2023
Participants
373
End-of-year plan assets
$86,833,122

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023373H, C20241015193058NAL0029503345001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$86,833,122
Total liabilities (EOY)
$0
Net assets (EOY)
$86,833,122
Net assets (BOY)
$80,314,580

Income & contributions

Employer contributions
$1,511,517
Participant contributions
$1,013,774
Total contributions
$2,531,881
Total income / additions
$15,446,343

Expenses & distributions

Benefits paid
$8,616,417
Administrative expenses
$300,525
Total expenses
$8,927,801
Net increase / (decrease)
$6,518,542

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Regions BankTRUSTEE$163,466not reported in the loaded dataset2023
Regions BankINVESTMENT MANAGER$104,462not reported in the loaded dataset2023
Leon E. Werntz & Associates, Inc.TPA$20,605not reported in the loaded dataset2023
Heard, Mcelroy And VestalAUDITOR$11,850not reported in the loaded dataset2023

Related Form 5500 pages