Clearwater Cardiovascular And Interventional Consultants, Md, Pa 401(K) Profit Sharing Plan — Form 5500 plan (Clearwater Cardiovascular And Interventional Consultants, Md, Pa)
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, Clearwater Cardiovascular And Interventional Consultants, Md, Pa 401(K) Profit Sharing Plan is a benefit plan reported by Clearwater Cardiovascular And Interventional Consultants, Md, Pa under EIN 59-1707138 and plan number 001. The latest loaded filing year is 2023. The filing reports 217 participants and $49,568,800 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clearwater Cardiovascular And Interventional Consultants, Md, Pa
- EIN
- 59-1707138
- Plan number
- 001
- Plan type
- 2
- Location
- Clearwater, FL
- Latest filing year
- 2023
- Participants
- 217
- End-of-year plan assets
- $49,568,800
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 217 | H, C | 20241005055646NAL0013293425001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,568,800
- Total liabilities (EOY)
- $300
- Net assets (EOY)
- $49,568,500
- Net assets (BOY)
- $41,771,059
Income & contributions
- Employer contributions
- $1,532,414
- Participant contributions
- $1,278,050
- Total contributions
- $3,036,545
- Total income / additions
- $8,996,857
Expenses & distributions
- Benefits paid
- $921,837
- Administrative expenses
- $277,579
- Total expenses
- $1,199,416
- Net increase / (decrease)
- $7,797,441
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch | NONE | $61,949 | $0 | 2023 |
| Provise Management Group LLC | NONE | $55,760 | not reported in the loaded dataset | 2023 |
| Charles Schwab | NONE | $40,848 | $0 | 2023 |
| Morganstanley | NONE | $28,986 | not reported in the loaded dataset | 2023 |
| Pcs | NONE | $25,310 | not reported in the loaded dataset | 2023 |
| Raymond James | NONE | $24,460 | not reported in the loaded dataset | 2023 |
| Lpl Financial Group | NONE | $23,222 | not reported in the loaded dataset | 2023 |
| Florida Retirement Consultants | NONE | $12,490 | not reported in the loaded dataset | 2023 |
| Regions Bank | NONE | $5,001 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Clearwater Cardiovascular And Interventional Consultants, Md, Pa
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Clearwater, FL
- Merrill Lynch — Schedule C compensation
- Provise Management Group LLC — Schedule C compensation
- Charles Schwab — Schedule C compensation
- Morganstanley — Schedule C compensation
- Pcs — Schedule C compensation
- Raymond James — Schedule C compensation
- Lpl Financial Group — Schedule C compensation
- Florida Retirement Consultants — Schedule C compensation
- Regions Bank — Schedule C compensation