Meier Clinics Retirement Savings Plan — Form 5500 plan (Meier Clinics Foundation)
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, Meier Clinics Retirement Savings Plan is a benefit plan reported by Meier Clinics Foundation under EIN 75-2845878 and plan number 001. The latest loaded filing year is 2023. The filing reports 129 participants and $8,382,970 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Meier Clinics Foundation
- EIN
- 75-2845878
- Plan number
- 001
- Plan type
- 2
- Location
- Wheaton, IL
- Latest filing year
- 2023
- Participants
- 129
- End-of-year plan assets
- $8,382,970
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 129 | I | 20241004162031NAL0024106034001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,382,970
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,382,970
- Net assets (BOY)
- $7,362,475
Income & contributions
- Employer contributions
- $12,259
- Participant contributions
- $408,626
- Total income / additions
- $1,541,772
Expenses & distributions
- Benefits paid
- $473,110
- Administrative expenses
- $48,167
- Total expenses
- $521,277
- Net increase / (decrease)
- $1,020,495
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.