Ob/Gyn Specialists Of The Palm Beaches Ii, LLC, 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Ob/Gyn Specialists Of The Palm Beaches Ii, LLC)
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, Ob/Gyn Specialists Of The Palm Beaches Ii, LLC, 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Ob/Gyn Specialists Of The Palm Beaches Ii, LLC under EIN 38-4055153 and plan number 003. The latest loaded filing year is 2023. The filing reports 283 participants and $35,889,016 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ob/Gyn Specialists Of The Palm Beaches Ii, LLC
- EIN
- 38-4055153
- Plan number
- 003
- Plan type
- 2
- Location
- Boca Raton, FL
- Latest filing year
- 2023
- Participants
- 283
- End-of-year plan assets
- $35,889,016
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 283 | H, C | 20241010120524NAL0039949890001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,889,016
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,889,016
- Net assets (BOY)
- $30,171,143
Income & contributions
- Employer contributions
- $1,219,325
- Participant contributions
- $943,424
- Total contributions
- $2,162,749
- Total income / additions
- $7,570,953
Expenses & distributions
- Benefits paid
- $1,775,535
- Administrative expenses
- $77,545
- Total expenses
- $1,853,080
- Net increase / (decrease)
- $5,717,873
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $98,202 | $0 | 2023 |
| Securities America Inc | BROKER | $0 | $41,702 | 2023 |
| Barry Max Levy & Associates | CONTRACT ADMIN | $0 | $10,000 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $3,004 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ob/Gyn Specialists Of The Palm Beaches Ii, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Boca Raton, FL
- Empower Annuity Insurance Co Of Am — Schedule C compensation
- Securities America Inc — Schedule C compensation
- Barry Max Levy & Associates — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation