Radiology Associates Of Venice And Englewood, P.A. Profit Sharing Plan — Form 5500 plan (Radiology Associates Of Venice And Englewood, 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 Associates Of Venice And Englewood, P.A. Profit Sharing Plan is a benefit plan reported by Radiology Associates Of Venice And Englewood, P.A. under EIN 59-1937565 and plan number 001. The latest loaded filing year is 2023. The filing reports 208 participants and $12,063,856 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12.1MPlan net assets, end of year$12,063,856
Participants208Covered participants reported
Assets / participant$58KComputed: assets ÷ participants$57,999 (computed)
Provider compensation$26.3K4 Schedule C provider row(s)$26,347
Plan sponsor
Radiology Associates Of Venice And Englewood, P.A.
EIN
59-1937565
Plan number
001
Plan type
2
Location
Venice, FL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023208H, C20240925153149NAL0005562659001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$12.1M total assets
Net assets$12.1MLiabilities$0
Money in vs. money out
Total income / additions$3.1M
Total expenses$4M
Benefits paid / distributions$4M
Contributions
Employer$652.4K
Participant$390.2K
Full reported line items

Net assets

Total assets (EOY)
$12,063,856
Total liabilities (EOY)
$0
Net assets (EOY)
$12,063,856
Net assets (BOY)
$13,002,127

Income & contributions

Employer contributions
$652,415
Participant contributions
$390,165
Total contributions
$1,057,816
Total income / additions
$3,108,421

Expenses & distributions

Benefits paid
$3,969,024
Administrative expenses
$26,347
Total expenses
$4,046,692
Net increase / (decrease)
-$938,271
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 63%Participant 37%
Total expenses ÷ net assets34%Computed ratio
Benefits paid ÷ total income128%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$14,992$02023
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISOR$11,054not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$273not reported in the loaded dataset2023
Td Ameritrade, Inc.BROKERAGE SERVICES$28$02023

Related Form 5500 pages