Florida Digestive Health Specialists, Llp Employees Savings Trust — Form 5500 plan (Florida Digestive Health Specialists, Llp)

Plain-English plan 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, Florida Digestive Health Specialists, Llp Employees Savings Trust is a benefit plan reported by Florida Digestive Health Specialists, Llp under EIN 27-0709861 and plan number 001. The latest loaded filing year is 2023. The filing reports 379 participants and $34,089,344 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Florida Digestive Health Specialists, Llp
EIN
27-0709861
Plan number
001
Plan type
2
Location
Lakewood Ranch, FL
Latest filing year
2023
Participants
379
End-of-year plan assets
$34,089,344

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023379H, C20240923133135NAL0006663411001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,089,344
Total liabilities (EOY)
$0
Net assets (EOY)
$34,089,344
Net assets (BOY)
$28,046,970

Income & contributions

Employer contributions
$2,114,572
Participant contributions
$1,515,590
Total contributions
$3,847,375
Total income / additions
$8,565,199

Expenses & distributions

Benefits paid
$2,424,358
Administrative expenses
$98,467
Total expenses
$2,522,825
Net increase / (decrease)
$6,042,374

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$98,467$02023
Ubs Financial Services IncINVESTMENT ADVISORY$0$65,9542023

Related Form 5500 pages