2023 Form 5500 filing — Podicare Services, Inc. 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 20241012094832NAL0041355632001) for Podicare Services, Inc. 401(K) Plan, reported by Podicare Services, Inc. under EIN 65-1040350 and plan number 001. It reports 334 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012094832NAL0041355632001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Podicare Services, Inc.
- EIN
- 65-1040350
- Plan number
- 001
- Location
- Hollywood, FL
- Participants
- 334
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,560,090
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,560,090
- Participant contributions
- $1,405,516
- Total income / additions
- $2,610,628
- Benefits paid
- $760,838
- Administrative expenses
- $22,299
- Total expenses
- $787,942
- Net increase / (decrease)
- $1,822,686
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services | INVESTMENT/FINANCIAL ADVI | $15,849 | $0 |
| Adp, Inc. | RECORD KEEPER | $6,449 | $0 |