The Baton Rouge Clinic (A Medical Corporation) 401(K) Profit Sharing Plan — Form 5500 plan (The Baton Rouge Clinic (A Medical Corporation))
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, The Baton Rouge Clinic (A Medical Corporation) 401(K) Profit Sharing Plan is a benefit plan reported by The Baton Rouge Clinic (A Medical Corporation) under EIN 72-1111417 and plan number 002. The latest loaded filing year is 2023. The filing reports 716 participants and $168,110,785 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Baton Rouge Clinic (A Medical Corporation)
- EIN
- 72-1111417
- Plan number
- 002
- Plan type
- 2
- Location
- Baton Rouge, LA
- Latest filing year
- 2023
- Participants
- 716
- End-of-year plan assets
- $168,110,785
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 716 | H, C | 20250129152207NAL0016285281001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $168,110,785
- Net assets (EOY)
- $168,110,785
- Net assets (BOY)
- $140,033,483
Income & contributions
- Employer contributions
- $8,368,215
- Participant contributions
- $3,586,360
- Total contributions
- $12,589,748
- Total income / additions
- $35,567,566
Expenses & distributions
- Benefits paid
- $7,077,139
- Administrative expenses
- $413,125
- Total expenses
- $7,490,264
- Net increase / (decrease)
- $28,077,302
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $269,268 | not reported in the loaded dataset | 2023 |
| Evans Investment Advisors LLC | NONE | $139,709 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $538 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Baton Rouge Clinic (A Medical Corporation)
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Baton Rouge, LA
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Evans Investment Advisors LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation