Menlo Medical Clinic 401(K) Profit Sharing Plan — Form 5500 plan (Menlo Medical Clinic)
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, Menlo Medical Clinic 401(K) Profit Sharing Plan is a benefit plan reported by Menlo Medical Clinic under EIN 80-0656446 and plan number 001. The latest loaded filing year is 2023. The filing reports 77 participants and $72,822,863 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Menlo Medical Clinic
- EIN
- 80-0656446
- Plan number
- 001
- Plan type
- 2
- Location
- Menlo Park, CA
- Latest filing year
- 2023
- Participants
- 77
- End-of-year plan assets
- $72,822,863
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 77 | I | 20240929224005NAL0009973026001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $72,822,863
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,822,863
- Net assets (BOY)
- $59,576,999
Income & contributions
- Employer contributions
- $2,515,688
- Participant contributions
- $1,579,102
- Total income / additions
- $14,626,182
Expenses & distributions
- Benefits paid
- $1,364,843
- Administrative expenses
- $15,475
- Total expenses
- $1,380,318
- Net increase / (decrease)
- $13,245,864
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.