2023 Form 5500 filing — Palo Verde Hematology Oncology 401k Profit Sharing Plan & 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 20241009131618NAL0009240627001) for Palo Verde Hematology Oncology 401k Profit Sharing Plan & Trust, reported by Palo Verde Hematology Oncology, Ltd under EIN 86-0416050 and plan number 001. It reports 344 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009131618NAL0009240627001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Palo Verde Hematology Oncology, Ltd
- EIN
- 86-0416050
- Plan number
- 001
- Location
- Glendale, AZ
- Participants
- 344
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,789,890
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,789,890
- Employer contributions
- $569,514
- Participant contributions
- $1,136,938
- Total income / additions
- $3,752,564
- Benefits paid
- $1,064,048
- Administrative expenses
- $59,055
- Total expenses
- $1,154,258
- Net increase / (decrease)
- $2,598,306
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $31,075 | $0 |
| Mma Securities LLC Peartree | ADVISOR | $28,122 | not reported in the loaded dataset |