Great Falls Clinic Retirement Plan — Form 5500 plan (Great Falls 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, Great Falls Clinic Retirement Plan is a benefit plan reported by Great Falls Clinic under EIN 81-0141660 and plan number 001. The latest loaded filing year is 2023. The filing reports 952 participants and $36,734,295 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Great Falls Clinic
- EIN
- 81-0141660
- Plan number
- 001
- Plan type
- 2
- Location
- Great Falls, MT
- Latest filing year
- 2023
- Participants
- 952
- End-of-year plan assets
- $36,734,295
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 952 | H, C | 20241015201348NAL0017167315004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,734,295
- Net assets (EOY)
- $36,734,295
- Net assets (BOY)
- $31,849,091
Income & contributions
- Employer contributions
- $878,125
- Participant contributions
- $2,766,658
- Total contributions
- $3,691,628
- Total income / additions
- $8,634,193
Expenses & distributions
- Benefits paid
- $3,644,561
- Administrative expenses
- $103,996
- Total expenses
- $3,748,989
- Net increase / (decrease)
- $4,885,204
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $103,439 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $154 | $0 | 2023 |