Apple Valley Medical Clinic, Ltd. 401(k) Plan (terminated 2020): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2020. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Apple Valley Medical Clinic, Ltd. 401(k) Plan Facts (plan year 2020)

Plan name
APPLE VALLEY MEDICAL CLINIC, LTD. PROFIT SHARING AND RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
APPLE VALLEY MEDICAL CLINIC, LTD.
Participants
166
Former employees with a balance
0
Recordkeeper
Schwab Retirement Plan Services Inc
Plan year
Jan 1, 2020 – Nov 30, 2020
Plan established
Oct 1, 1986
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2020 (Jan 1, 2020 – Nov 30, 2020), filed Feb 25, 2021. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2020

  • $84,880 went into the plan in contributions.
  • $12.6 million was paid out to participants.

How the Apple Valley Medical Clinic, Ltd. 401(k) changed, 20152020

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2015184$13.7 million$373,604$770,428
2016173$13.8 million$360,308$1.73 million
2017174$13.5 million$215,908$2.96 million
2018169$11.0 million$121,452$2.41 million
2019169$13.2 million$26,696$701,837
2020 (final)166$0$12.6 million

Apple Valley Medical Clinic, Ltd. 401(k) Contact Information

Phone
952-953-9289
Mailing address
14655 GALAXIE AVE., APPLE VALLEY MN 551248575
Plan sponsor
APPLE VALLEY MEDICAL CLINIC, LTD.
Employer identification number (EIN)
41-1302714
Plan number
002

Questions about the Apple Valley Medical Clinic, Ltd. 401(k)

Is the Apple Valley Medical Clinic, Ltd 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2020.

Does Apple Valley Medical Clinic, Ltd contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Apple Valley Medical Clinic, Ltd 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Apple Valley Medical Clinic, Ltd 401(k) plan?

166 participants at the start of plan year 2020.

Who manages the Apple Valley Medical Clinic, Ltd 401(k) accounts?

Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES INC) is the plan's recordkeeper, which is where participants log in to see their balance.

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