First Coast Cardiovascular Institute 401(K) Ps Plan & Trust — Form 5500 plan (First Coast Cardiovascular Institute)
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, First Coast Cardiovascular Institute 401(K) Ps Plan & Trust is a benefit plan reported by First Coast Cardiovascular Institute under EIN 47-0854466 and plan number 001. The latest loaded filing year is 2023. The filing reports 155 participants and $4,038,829 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4MPlan net assets, end of year$4,038,829
Participants155Covered participants reported
Assets / participant$26.1KComputed: assets ÷ participants$26,057 (computed)
Provider compensation$29K1 Schedule C provider row(s)$29,033
- Plan sponsor
- First Coast Cardiovascular Institute
- EIN
- 47-0854466
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 155 | H, C | 20250501112054NAL0002217251001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4M total assets
Net assets$4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $4,038,829
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,038,829
- Net assets (BOY)
- $3,334,990
Income & contributions
- Employer contributions
- $129,454
- Participant contributions
- $608,869
- Total contributions
- $745,765
- Total income / additions
- $1,333,515
Expenses & distributions
- Benefits paid
- $600,643
- Administrative expenses
- $29,033
- Total expenses
- $629,676
- Net increase / (decrease)
- $703,839
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
18%82%
Employer 18%Participant 82%
Total expenses ÷ net assets16%Computed ratio
Benefits paid ÷ total income45%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nesteggs Retirement Plan Svcs, Inc. | N/A | $29,033 | not reported in the loaded dataset | 2023 |