Coastal Orthopedics & Sports Medicine Of Southwest Florida 401(K) Profit Sharing Plan — Form 5500 plan (Coastal Orthopedics & Sports Medicine Of Southwest Florida, 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, Coastal Orthopedics & Sports Medicine Of Southwest Florida 401(K) Profit Sharing Plan is a benefit plan reported by Coastal Orthopedics & Sports Medicine Of Southwest Florida, P.A. under EIN 59-1466615 and plan number 002. The latest loaded filing year is 2023. The filing reports 263 participants and $19,521,123 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coastal Orthopedics & Sports Medicine Of Southwest Florida, P.A.
- EIN
- 59-1466615
- Plan number
- 002
- Plan type
- 2
- Location
- Bradenton, FL
- Latest filing year
- 2023
- Participants
- 263
- End-of-year plan assets
- $19,521,123
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 263 | H, C | 20241231132802NAL0017120385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,521,123
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,521,123
- Net assets (BOY)
- $15,746,476
Income & contributions
- Employer contributions
- $875,966
- Participant contributions
- $1,088,917
- Total contributions
- $2,064,344
- Total income / additions
- $5,387,428
Expenses & distributions
- Benefits paid
- $1,469,154
- Administrative expenses
- $143,627
- Total expenses
- $1,612,781
- Net increase / (decrease)
- $3,774,647
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $44,793 | $1,814 | 2023 |
| Ifp Advisors, Inc. | NONE | $46,313 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | TPA | $38,535 | not reported in the loaded dataset | 2023 |
| Bison Wealth LLC | NONE | $13,994 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Coastal Orthopedics & Sports Medicine Of Southwest Florida, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Bradenton, FL
- Nationwide — Schedule C compensation
- Ifp Advisors, Inc. — Schedule C compensation
- Newport Group, Inc. — Schedule C compensation
- Bison Wealth LLC — Schedule C compensation