Central Florida Health Care, Inc. 401(K) Plan — Form 5500 plan (Central Florida Health Care, Inc.)

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, Central Florida Health Care, Inc. 401(K) Plan is a benefit plan reported by Central Florida Health Care, Inc. under EIN 59-1404594 and plan number 003. The latest loaded filing year is 2023. The filing reports 504 participants and $7,971,131 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Central Florida Health Care, Inc.
EIN
59-1404594
Plan number
003
Plan type
2
Location
Winter Haven, FL
Latest filing year
2023
Participants
504
End-of-year plan assets
$7,971,131

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023504H, C20241015150554NAL0028873217001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,971,131
Total liabilities (EOY)
$0
Net assets (EOY)
$7,971,131
Net assets (BOY)
$5,610,390

Income & contributions

Employer contributions
$619,240
Participant contributions
$1,296,956
Total contributions
$1,952,444
Total income / additions
$3,064,251

Expenses & distributions

Benefits paid
$550,679
Administrative expenses
$129,291
Total expenses
$703,510
Net increase / (decrease)
$2,360,741

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cps Investment AdvisorsFINANCIAL ADVISOR$62,167not reported in the loaded dataset2023
Pcs Financial ServicesPCS FEES$50,336not reported in the loaded dataset2023
Ascensus LLCTPA$7,423not reported in the loaded dataset2023

Related Form 5500 pages