Collom And Carney Clinic Association 401 (K) Savings Plan — Form 5500 plan (Collom & Carney Clinic Association)
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, Collom And Carney Clinic Association 401 (K) Savings Plan is a benefit plan reported by Collom & Carney Clinic Association under EIN 75-1151440 and plan number 002. The latest loaded filing year is 2023. The filing reports 443 participants and $69,033,372 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Collom & Carney Clinic Association
- EIN
- 75-1151440
- Plan number
- 002
- Plan type
- 2
- Location
- Texarkana, TX
- Latest filing year
- 2023
- Participants
- 443
- End-of-year plan assets
- $69,033,372
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 443 | H, C | 20240904140200NAL0020282625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $69,033,372
- Net assets (EOY)
- $69,033,372
- Net assets (BOY)
- $58,071,315
Income & contributions
- Employer contributions
- $1,343,961
- Participant contributions
- $2,643,995
- Total contributions
- $3,993,286
- Total income / additions
- $13,424,388
Expenses & distributions
- Benefits paid
- $2,462,331
- Total expenses
- $2,462,331
- Net increase / (decrease)
- $10,962,057
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $12,310 | not reported in the loaded dataset | 2023 |