2023 Form 5500 filing — St. Louis Heart & Vascular 401k 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 20241014143439NAL0013458819001) for St. Louis Heart & Vascular 401k Plan, reported by St. Louis Heart & Vascular, P.C. under EIN 43-1637707 and plan number 002. It reports 124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014143439NAL0013458819001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Louis Heart & Vascular, P.C.
- EIN
- 43-1637707
- Plan number
- 002
- Location
- Bridgeton, MO
- Participants
- 124
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,956,776
- Total liabilities (EOY)
- $145,701
- Net assets (EOY)
- $18,811,075
- Employer contributions
- $258,466
- Participant contributions
- $510,059
- Total income / additions
- $3,733,296
- Benefits paid
- $469,627
- Administrative expenses
- $64,943
- Total expenses
- $541,565
- Net increase / (decrease)
- $3,191,731
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smi | BROKERAGE | $33,700 | $989 |
| Benefit Plans Plus | THIRD PARTY ADMINISTRATO | $14,291 | $0 |
| American Funds | RECORDKEEPER | $1,350 | $0 |