2023 Form 5500 filing — Borland-Groover Clinic, P.A. 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 20250501201241NAL0003793761001) for Borland-Groover Clinic, P.A. Profit Sharing Plan And Trust, reported by Borland-Groover Clinic, P.A. under EIN 59-1784470 and plan number 002. It reports 845 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250501201241NAL0003793761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Borland-Groover Clinic, P.A.
- EIN
- 59-1784470
- Plan number
- 002
- Location
- Jacksonville, FL
- Participants
- 845
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $107,913,411
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $107,913,411
- Employer contributions
- $6,734,616
- Participant contributions
- $2,513,477
- Total income / additions
- $24,824,878
- Benefits paid
- $8,069,251
- Administrative expenses
- $192,557
- Total expenses
- $8,261,808
- Net increase / (decrease)
- $16,563,070
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $92,058 | $0 |
| Andco Consulting, LLC | NONE | $41,250 | not reported in the loaded dataset |
| Bdo, Usa P.C | NONE | $34,981 | not reported in the loaded dataset |
| Deloitte Tax Llp | NONE | $16,905 | not reported in the loaded dataset |
| J L Bainbridge &Company Inc | NONE | $6,935 | not reported in the loaded dataset |
| Charles Schwab & Co. Inc. | NONE | $128 | $0 |