Heartland Dermatology 401(K) Plan — Form 5500 plan (Heartland Dermatology And Skin Cancer Center, P.A.)
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, Heartland Dermatology 401(K) Plan is a benefit plan reported by Heartland Dermatology And Skin Cancer Center, P.A. under EIN 48-1145139 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $9,797,400 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heartland Dermatology And Skin Cancer Center, P.A.
- EIN
- 48-1145139
- Plan number
- 001
- Plan type
- 2
- Location
- Salina, KS
- Latest filing year
- 2023
- Participants
- 185
- End-of-year plan assets
- $9,797,400
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 185 | H, C | 20241014142032NAL0026393153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,797,400
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,797,400
- Net assets (BOY)
- $7,515,533
Income & contributions
- Employer contributions
- $336,667
- Participant contributions
- $577,173
- Total contributions
- $1,041,756
- Total income / additions
- $2,511,864
Expenses & distributions
- Benefits paid
- $204,755
- Administrative expenses
- $25,242
- Total expenses
- $229,997
- Net increase / (decrease)
- $2,281,867
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial Services | INVESTMENT ADVISOR | $19,943 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $5,650 | $0 | 2023 |
| Egps | CONTRACT ADMIN | $1,050 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heartland Dermatology And Skin Cancer Center, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Salina, KS
- Raymond James Financial Services — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation
- Egps — Schedule C compensation