Plan Snapshot
- Plan Sponsor: Mowery Clinic, L L C
- Sponsor EIN: 481145374
- Sponsor Address: 737 E CRAWFORD ST, SALINA, KS, 674015103
- Plan Type: 401(k)
- Total Participants: 107
- Total Assets: $44.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 107 | $44.0M | $950,992 | $710,711 |
| 2023 | 116 | $38.1M | $956,271 | $769,723 |
| 2022 | 117 | $33.1M | $973,737 | $678,055 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $60,018 | $60,018 | — | — | — |
| 2023 | $51,665 | $51,665 | — | — | — |
| 2022 | $49,374 | $49,374 | — | — | — |