Endoscopy Center Of Ocala, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Endoscopy Center Of Ocala, 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, Endoscopy Center Of Ocala, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Endoscopy Center Of Ocala, Inc. under EIN 59-3088327 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $11,132,053 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Endoscopy Center Of Ocala, Inc.
- EIN
- 59-3088327
- Plan number
- 001
- Plan type
- 2
- Location
- Ocala, FL
- Latest filing year
- 2023
- Participants
- 150
- End-of-year plan assets
- $11,132,053
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 150 | H, C | 20241016201110NAL0016043779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,132,053
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,132,053
- Net assets (BOY)
- $12,082,085
Income & contributions
- Employer contributions
- $815,564
- Participant contributions
- $170,313
- Total contributions
- $985,877
- Total income / additions
- $2,612,595
Expenses & distributions
- Benefits paid
- $3,509,524
- Administrative expenses
- $53,103
- Total expenses
- $3,562,627
- Net increase / (decrease)
- -$950,032
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment Advisors | INVESTMENT ADVISOR | $14,085 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance | RECORDKEEPER | $8,444 | $0 | 2023 |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $4,289 | not reported in the loaded dataset | 2023 |
| Pentegra Retirement Services | CONTRACT ADMIN | $800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Endoscopy Center Of Ocala, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Ocala, FL
- Onedigital Investment Advisors — Schedule C compensation
- Empower Annuity Insurance — Schedule C compensation
- Empower Advisory Group — Schedule C compensation
- Pentegra Retirement Services — Schedule C compensation