Amen Clinics, Inc. 401(K) Plan — Form 5500 plan (Amen Clinics, Inc.)
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, Amen Clinics, Inc. 401(K) Plan is a benefit plan reported by Amen Clinics, Inc. under EIN 91-2055998 and plan number 001. The latest loaded filing year is 2023. The filing reports 358 participants and $5,368,329 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amen Clinics, Inc.
- EIN
- 91-2055998
- Plan number
- 001
- Plan type
- 2
- Location
- Costa Mesa, CA
- Latest filing year
- 2023
- Participants
- 358
- End-of-year plan assets
- $5,368,329
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 358 | H, C | 20241011193007NAL0038120912001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,368,329
- Total liabilities (EOY)
- $222
- Net assets (EOY)
- $5,368,107
- Net assets (BOY)
- $3,703,697
Income & contributions
- Employer contributions
- $171,693
- Participant contributions
- $816,089
- Total contributions
- $1,420,159
- Total income / additions
- $1,997,556
Expenses & distributions
- Benefits paid
- $331,878
- Administrative expenses
- $1,268
- Total expenses
- $333,146
- Net increase / (decrease)
- $1,664,410
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Burnham Gibson Wealth Advisors LLC | INVESTMENT ADVISOR | $20,422 | $0 | 2023 |
| Hicks Pension Services | TPA ~ CONTRAC T ADMI | $2,650 | $1,965 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,314 | $0 | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $1,204 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Amen Clinics, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Costa Mesa, CA
- Burnham Gibson Wealth Advisors LLC — Schedule C compensation
- Hicks Pension Services — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group — Schedule C compensation