2023 Form 5500 filing — Diagnostic Clinic Medical Group Retirement & 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 20241010002814NAL0009629219001) for Diagnostic Clinic Medical Group Retirement & Savings Plan, reported by Diagnostic Clinic Medical Group, Inc. under EIN 59-3307922 and plan number 333. It reports 472 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010002814NAL0009629219001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Diagnostic Clinic Medical Group, Inc.
- EIN
- 59-3307922
- Plan number
- 333
- Location
- Largo, FL
- Participants
- 472
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,458,147
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,458,147
- Employer contributions
- $681,161
- Participant contributions
- $1,420,316
- Total income / additions
- $8,662,746
- Benefits paid
- $8,194,134
- Administrative expenses
- $39,120
- Total expenses
- $8,233,254
- Net increase / (decrease)
- $429,492
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $29,797 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $9,382 | not reported in the loaded dataset |
| Wealth Management Systems Inc | NONE | $0 | $0 |