2023 Form 5500 filing — The Retirement Plan For Employees Of Florida Cardiology, P.A.
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 20250331094628NAL0010870338001) for The Retirement Plan For Employees Of Florida Cardiology, P.A., reported by Florida Cardiology, P.A. under EIN 59-2262342 and plan number 003. It reports 298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250331094628NAL0010870338001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Florida Cardiology, P.A.
- EIN
- 59-2262342
- Plan number
- 003
- Location
- Winter Park, FL
- Participants
- 298
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,228,490
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,228,490
- Participant contributions
- $940,922
- Total income / additions
- $2,399,924
- Benefits paid
- $538,461
- Administrative expenses
- $52,850
- Total expenses
- $591,311
- Net increase / (decrease)
- $1,808,613
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $52,850 | $0 |
| Resources Investment Advisors | INVESTMENT ADVISORY | $0 | $15,000 |