Plan5500

Mid-Florida Hematology & Oncology Centers, Pa 401(K) Plan — Form 5500 plan (Mid-Florida Hematology & Oncology Centers, 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, Mid-Florida Hematology & Oncology Centers, Pa 401(K) Plan is a benefit plan reported by Mid-Florida Hematology & Oncology Centers, P.A. under EIN 59-2021436 and plan number 003. The latest loaded filing year is 2023. The filing reports 134 participants and $8,076,233 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mid-Florida Hematology & Oncology Centers, P.A.
EIN
59-2021436
Plan number
003
Plan type
2
Location
Orange City, FL
Latest filing year
2023
Participants
134
End-of-year plan assets
$8,076,233

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023134H, C20241002100930NAL0003940035001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,076,233
Net assets (EOY)
$8,076,233
Net assets (BOY)
$7,701,539

Income & contributions

Employer contributions
$166,267
Participant contributions
$383,796
Total contributions
$550,063
Total income / additions
$1,339,283

Expenses & distributions

Benefits paid
$938,387
Administrative expenses
$26,202
Total expenses
$964,589
Net increase / (decrease)
$374,694

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MorningstarADVISORnot reported in the loaded dataset$1,1602023
Lpl Financial CorpBROKER/DEALERnot reported in the loaded dataset$02023

Related Form 5500 pages