2023 Form 5500 filing — Physicians Primary Care Of Southwest Florida, P.L. 401(K) Profit Sharing Plan And Trust
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 20250408084122NAL0017867585001) for Physicians Primary Care Of Southwest Florida, P.L. 401(K) Profit Sharing Plan And Trust, reported by Physicians Primary Care Of Southwest Florida, P.L. under EIN 65-0603006 and plan number 001. It reports 262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250408084122NAL0017867585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Physicians Primary Care Of Southwest Florida, P.L.
- EIN
- 65-0603006
- Plan number
- 001
- Location
- Fort Myers, FL
- Participants
- 262
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,232,700
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,232,700
- Employer contributions
- $588,597
- Participant contributions
- $1,168,648
- Total income / additions
- $6,167,011
- Benefits paid
- $4,440,676
- Administrative expenses
- $67,860
- Total expenses
- $4,508,536
- Net increase / (decrease)
- $1,658,475
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $26,116 | $0 |
| Everhart Financial Group Inc | INVESTMENT ADVISOR | $20,029 | not reported in the loaded dataset |
| Case Pearlman Retirement Adv., LLC | INVESTMENT ADVISOR | $19,754 | not reported in the loaded dataset |
| Progressive Pension Admin., Inc. | CONTRACT ADMIN | $14,262 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,740 | not reported in the loaded dataset |
| Physician Primary Care Swfl | OTHER | $22 | not reported in the loaded dataset |