Fort Collins Women'S Clinic, P.C. 401(K) Plan — Form 5500 plan (Fort Collins Womens Clinic, P.C.)
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, Fort Collins Women'S Clinic, P.C. 401(K) Plan is a benefit plan reported by Fort Collins Womens Clinic, P.C. under EIN 84-0596245 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $21,913,938 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fort Collins Womens Clinic, P.C.
- EIN
- 84-0596245
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Collins, CO
- Latest filing year
- 2023
- Participants
- 144
- End-of-year plan assets
- $21,913,938
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H, C | 20241009152105NAL0018638705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,913,938
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,913,938
- Net assets (BOY)
- $21,052,209
Income & contributions
- Employer contributions
- $740,600
- Participant contributions
- $786,288
- Total contributions
- $1,691,192
- Total income / additions
- $4,551,434
Expenses & distributions
- Benefits paid
- $3,678,145
- Administrative expenses
- $4,111
- Total expenses
- $3,689,705
- Net increase / (decrease)
- $861,729
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | BROKER/ADVISOR | $0 | $20,428 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $2,004 | $0 | 2023 |
| Morgan Stanley Insurance Services | BROKER/ADVISOR | $0 | $1,999 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,777 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | NONE | $440 | $0 | 2023 |
| Gwfs Equities Inc | NONE | $50 | $0 | 2023 |
| Gwfs Equities Inc | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fort Collins Womens Clinic, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Fort Collins, CO
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Morgan Stanley Insurance Services — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Gwfs Equities Inc — Schedule C compensation