2023 Form 5500 filing — Clearwater Cardiovascular And Interventional Consultants, Md, Pa 401(K) 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 20241005055646NAL0013293425001) for Clearwater Cardiovascular And Interventional Consultants, Md, Pa 401(K) Profit Sharing Plan, reported by Clearwater Cardiovascular And Interventional Consultants, Md, Pa under EIN 59-1707138 and plan number 001. It reports 217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241005055646NAL0013293425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clearwater Cardiovascular And Interventional Consultants, Md, Pa
- EIN
- 59-1707138
- Plan number
- 001
- Location
- Clearwater, FL
- Participants
- 217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,568,800
- Total liabilities (EOY)
- $300
- Net assets (EOY)
- $49,568,500
- Employer contributions
- $1,532,414
- Participant contributions
- $1,278,050
- Total income / additions
- $8,996,857
- Benefits paid
- $921,837
- Administrative expenses
- $277,579
- Total expenses
- $1,199,416
- Net increase / (decrease)
- $7,797,441
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | NONE | $61,949 | $0 |
| Provise Management Group LLC | NONE | $55,760 | not reported in the loaded dataset |
| Charles Schwab | NONE | $40,848 | $0 |
| Morganstanley | NONE | $28,986 | not reported in the loaded dataset |
| Pcs | NONE | $25,310 | not reported in the loaded dataset |
| Raymond James | NONE | $24,460 | not reported in the loaded dataset |
| Lpl Financial Group | NONE | $23,222 | not reported in the loaded dataset |
| Florida Retirement Consultants | NONE | $12,490 | not reported in the loaded dataset |
| Regions Bank | NONE | $5,001 | not reported in the loaded dataset |