2023 Form 5500 filing — Coastal Orthopedics & Sports Medicine Of Southwest Florida 401(K) Profit Sharing 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 20241231132802NAL0017120385001) for Coastal Orthopedics & Sports Medicine Of Southwest Florida 401(K) Profit Sharing Plan, reported by Coastal Orthopedics & Sports Medicine Of Southwest Florida, P.A. under EIN 59-1466615 and plan number 002. It reports 263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241231132802NAL0017120385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coastal Orthopedics & Sports Medicine Of Southwest Florida, P.A.
- EIN
- 59-1466615
- Plan number
- 002
- Location
- Bradenton, FL
- Participants
- 263
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,521,123
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,521,123
- Employer contributions
- $875,966
- Participant contributions
- $1,088,917
- Total income / additions
- $5,387,428
- Benefits paid
- $1,469,154
- Administrative expenses
- $143,627
- Total expenses
- $1,612,781
- Net increase / (decrease)
- $3,774,647
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $44,793 | $1,814 |
| Ifp Advisors, Inc. | NONE | $46,313 | not reported in the loaded dataset |
| Newport Group, Inc. | TPA | $38,535 | not reported in the loaded dataset |
| Bison Wealth LLC | NONE | $13,994 | not reported in the loaded dataset |