2023 Form 5500 filing — Citrus Cardiology Consultants, Pa Profit Sharing Plan
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 20240925155111NAL0014592961001) for Citrus Cardiology Consultants, Pa Profit Sharing Plan, reported by Citrus Cardiology Consultants, Pa under EIN 59-2123944 and plan number 002. It reports 221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925155111NAL0014592961001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Citrus Cardiology Consultants, Pa
- EIN
- 59-2123944
- Plan number
- 002
- Location
- Inverness, FL
- Participants
- 221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,851,509
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,851,509
- Employer contributions
- $438,923
- Participant contributions
- $780,635
- Total income / additions
- $3,554,366
- Benefits paid
- $799,012
- Administrative expenses
- $35,933
- Total expenses
- $834,945
- Net increase / (decrease)
- $2,719,421
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services Ad | INVESTMENT ADVISOR | $27,979 | not reported in the loaded dataset |
| Retirement Solutions Specialists | CONTRACT ADMIN | $8,825 | $6,918 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $1,753 | $0 |