2023 Form 5500 filing — Florida Heart Associates Retirement 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 20241121125635NAL0000267283001) for Florida Heart Associates Retirement Plan, reported by Florida Heart Associates, P.L. under EIN 65-0690931 and plan number 001. It reports 117 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241121125635NAL0000267283001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Florida Heart Associates, P.L.
- EIN
- 65-0690931
- Plan number
- 001
- Location
- Fort Myers, FL
- Participants
- 117
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,907,947
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,907,947
- Employer contributions
- $651,288
- Participant contributions
- $726,557
- Total income / additions
- $5,437,604
- Benefits paid
- $1,439,891
- Administrative expenses
- $16,751
- Total expenses
- $1,456,642
- Net increase / (decrease)
- $3,980,962
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY | $0 | $31,484 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $16,751 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |