2023 Form 5500 filing — Fps 401(K) 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 20241008152438NAL0017879393001) for Fps 401(K) Plan, reported by Florida Physician Specialists, LLC. under EIN 46-0772206 and plan number 001. It reports 206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008152438NAL0017879393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Florida Physician Specialists, LLC.
- EIN
- 46-0772206
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 206
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,963,073
- Net assets (EOY)
- $24,963,073
- Employer contributions
- $1,100,784
- Participant contributions
- $894,692
- Total income / additions
- $5,569,615
- Benefits paid
- $1,925,212
- Administrative expenses
- $69,529
- Total expenses
- $1,994,741
- Net increase / (decrease)
- $3,574,874
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $63,229 | $0 |
| Mai Capital Management, LLC | INVESTMENT ADVISORY | $0 | $21,231 |
| Pension Solutions, Inc | CONTRACT ADMINISTRATOR | $6,300 | $8,460 |
| Principal Securities Inc | OTHER SERVICES | $0 | $9,698 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 |