2023 Form 5500 filing — Heartland Dermatology 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 20241014142032NAL0026393153001) for Heartland Dermatology 401(K) Plan, reported by Heartland Dermatology And Skin Cancer Center, P.A. under EIN 48-1145139 and plan number 001. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014142032NAL0026393153001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heartland Dermatology And Skin Cancer Center, P.A.
- EIN
- 48-1145139
- Plan number
- 001
- Location
- Salina, KS
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,797,400
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,797,400
- Employer contributions
- $336,667
- Participant contributions
- $577,173
- Total income / additions
- $2,511,864
- Benefits paid
- $204,755
- Administrative expenses
- $25,242
- Total expenses
- $229,997
- Net increase / (decrease)
- $2,281,867
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services | INVESTMENT ADVISOR | $19,943 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $5,650 | $0 |
| Egps | CONTRACT ADMIN | $1,050 | not reported in the loaded dataset |