Plan5500

St. Augustine Cardiology Assoc 401(K) Profit Sharing Plan And Trust — Form 5500 plan (St. Augustine Cardiology Associates 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, St. Augustine Cardiology Assoc 401(K) Profit Sharing Plan And Trust is a benefit plan reported by St. Augustine Cardiology Associates Pa under EIN 59-3241239 and plan number 002. The latest loaded filing year is 2023. The filing reports 17 participants and $1,655,458 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.7MPlan net assets, end of year$1,655,458
Participants17Covered participants reported
Assets / participant$97.4KComputed: assets ÷ participants$97,380 (computed)
Provider compensationNone reported
Plan sponsor
St. Augustine Cardiology Associates Pa
EIN
59-3241239
Plan number
002
Plan type
2
Location
Saint Augustine, FL
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    17 participants · 2Sch I
    View filing →
Schedule I · 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)$1.7M total assets
Net assets$1.7MLiabilities$0
Money in vs. money out
Total income / additions$291.1K
Total expenses$103.2K
Benefits paid / distributions$93.8K
Contributions
Employer$37.2K
Participant$67.1K
Full reported line items

Net assets

Total assets (EOY)
$1,655,458
Total liabilities (EOY)
$0
Net assets (EOY)
$1,655,458
Net assets (BOY)
$1,467,527

Income & contributions

Employer contributions
$37,182
Participant contributions
$67,094
Total income / additions
$291,131

Expenses & distributions

Benefits paid
$93,848
Administrative expenses
$9,352
Total expenses
$103,200
Net increase / (decrease)
$187,931
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 36%Participant 64%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages