2023 Form 5500 filing — Florida Digestive Health Specialists, Llp Employees Savings Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240923133135NAL0006663411001) for Florida Digestive Health Specialists, Llp Employees Savings Trust, reported by Florida Digestive Health Specialists, Llp under EIN 27-0709861 and plan number 001. It reports 379 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923133135NAL0006663411001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Florida Digestive Health Specialists, Llp
- EIN
- 27-0709861
- Plan number
- 001
- Location
- Lakewood Ranch, FL
- Participants
- 379
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,089,344
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,089,344
- Employer contributions
- $2,114,572
- Participant contributions
- $1,515,590
- Total income / additions
- $8,565,199
- Benefits paid
- $2,424,358
- Administrative expenses
- $98,467
- Total expenses
- $2,522,825
- Net increase / (decrease)
- $6,042,374
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $98,467 | $0 |
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $0 | $65,954 |