Green Clinic Savings And Profit Sharing Plan — Form 5500 plan (Green Clinic Management Company, LLC)
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, Green Clinic Savings And Profit Sharing Plan is a benefit plan reported by Green Clinic Management Company, LLC under EIN 72-1473251 and plan number 001. The latest loaded filing year is 2023. The filing reports 696 participants and $56,217,929 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Green Clinic Management Company, LLC
- EIN
- 72-1473251
- Plan number
- 001
- Plan type
- 2
- Location
- Ruston, LA
- Latest filing year
- 2023
- Participants
- 696
- End-of-year plan assets
- $56,217,929
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 696 | H, C | 20241014115147NAL0014871251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,217,929
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,217,929
- Net assets (BOY)
- $47,939,832
Income & contributions
- Employer contributions
- $1,197,075
- Participant contributions
- $892,079
- Total contributions
- $2,152,045
- Total income / additions
- $12,263,238
Expenses & distributions
- Benefits paid
- $3,761,687
- Administrative expenses
- $142,709
- Total expenses
- $3,985,141
- Net increase / (decrease)
- $8,278,097
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Regions Bank Dba Regions Trust | INVESTMENT ADVISOR | $72,319 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $59,216 | $0 | 2023 |
| Na Na | AUDITOR | $7,850 | not reported in the loaded dataset | 2023 |
| Holland & Knight Llp | ATTORNEY | $2,698 | not reported in the loaded dataset | 2023 |
| Waller Lansden Dortch & Davis, Llp | ATTORNEY | $355 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | BROKERAGE FEES | $271 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Green Clinic Management Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Ruston, LA
- Regions Bank Dba Regions Trust — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Na Na — Schedule C compensation
- Holland & Knight Llp — Schedule C compensation
- Waller Lansden Dortch & Davis, Llp — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation