2023 Form 5500 filing — West Florida Medical Associates, P.A. 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 20250424132026NAL0011171088001) for West Florida Medical Associates, P.A. 401(K) Profit Sharing Plan And Trust, reported by West Florida Medical Associates, P.A. under EIN 59-3411454 and plan number 002. It reports 241 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250424132026NAL0011171088001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- West Florida Medical Associates, P.A.
- EIN
- 59-3411454
- Plan number
- 002
- Location
- Beverly Hills, FL
- Participants
- 241
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,867,666
- Total liabilities (EOY)
- $87,225
- Net assets (EOY)
- $26,780,441
- Employer contributions
- $799,329
- Participant contributions
- $747,083
- Total income / additions
- $5,405,238
- Benefits paid
- $2,243,726
- Administrative expenses
- $11,512
- Total expenses
- $2,255,238
- Net increase / (decrease)
- $3,150,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus C/O Future Plan | THIRD PARTY ADMINISTRATO | $0 | $11,720 |
| Voya Retirement Ins & Annuity Co | SERVICE PROVIDER | $92 | $0 |