Radiology And Imaging Specialists Of Lakeland, P.A. 401(K) Profit Sharing Plan — Form 5500 plan (Radiology And Imaging Specialists Of Lakeland, 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, Radiology And Imaging Specialists Of Lakeland, P.A. 401(K) Profit Sharing Plan is a benefit plan reported by Radiology And Imaging Specialists Of Lakeland, P.A. under EIN 59-1262719 and plan number 001. The latest loaded filing year is 2023. The filing reports 403 participants and $31,143,432 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Radiology And Imaging Specialists Of Lakeland, P.A.
- EIN
- 59-1262719
- Plan number
- 001
- Plan type
- 2
- Location
- Lakeland, FL
- Latest filing year
- 2023
- Participants
- 403
- End-of-year plan assets
- $31,143,432
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 403 | H, C | 20250130143713NAL0000902865001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,143,432
- Net assets (EOY)
- $31,143,432
- Net assets (BOY)
- $25,909,582
Income & contributions
- Employer contributions
- $1,651,420
- Participant contributions
- $1,319,145
- Total contributions
- $3,252,054
- Total income / additions
- $7,733,791
Expenses & distributions
- Benefits paid
- $2,405,734
- Administrative expenses
- $94,207
- Total expenses
- $2,499,941
- Net increase / (decrease)
- $5,233,850
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | INVESTMENT ADVISORY-PLAN | $63,884 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen | AUDIT | $19,908 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $10,415 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Radiology And Imaging Specialists Of Lakeland, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Lakeland, FL
- Capfinancial Partners LLC — Schedule C compensation
- Clifton Larson Allen — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation