2023 Form 5500 filing — Central New York Cardiology, P.C. 401(K) Savings 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 20240930115458NAL0010100272001) for Central New York Cardiology, P.C. 401(K) Savings Plan, reported by Central New York Cardiology, P.C. under EIN 16-1225773 and plan number 002. It reports 171 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930115458NAL0010100272001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Central New York Cardiology, P.C.
- EIN
- 16-1225773
- Plan number
- 002
- Location
- Utica, NY
- Participants
- 171
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,734,004
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,734,004
- Employer contributions
- $876,359
- Participant contributions
- $703,920
- Total income / additions
- $5,501,543
- Benefits paid
- $2,241,318
- Administrative expenses
- $79,499
- Total expenses
- $2,328,853
- Net increase / (decrease)
- $3,172,690
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Financial Services | ADVISOR | $48,844 | $0 |
| Fidelity Investments Inst'L Ops Co | RECORDKEEPER | $30,655 | $0 |