Medical Specialists Of The Palm Beaches, Inc. 401(K) Savings Plan — Form 5500 plan (Medical Specialists Of The Palm Beaches, 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, Medical Specialists Of The Palm Beaches, Inc. 401(K) Savings Plan is a benefit plan reported by Medical Specialists Of The Palm Beaches, Inc. under EIN 65-0580501 and plan number 001. The latest loaded filing year is 2023. The filing reports 428 participants and $52,264,068 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Medical Specialists Of The Palm Beaches, Inc.
- EIN
- 65-0580501
- Plan number
- 001
- Plan type
- 2
- Location
- Boynton Beach, FL
- Latest filing year
- 2023
- Participants
- 428
- End-of-year plan assets
- $52,264,068
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 428 | H, C | 20250430083529NAL0001682977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,264,068
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,264,068
- Net assets (BOY)
- $47,662,682
Income & contributions
- Employer contributions
- $970,285
- Participant contributions
- $1,697,289
- Total contributions
- $3,155,246
- Total income / additions
- $11,393,007
Expenses & distributions
- Benefits paid
- $6,652,589
- Administrative expenses
- $117,467
- Total expenses
- $6,791,621
- Net increase / (decrease)
- $4,601,386
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pnc Retirement Solutions | INVESTMENT ADVISOR | $49,219 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | CONTRACT ADMIN | $47,248 | $0 | 2023 |
| Kaufman Rossin & Co | AUDITOR | $21,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Medical Specialists Of The Palm Beaches, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Boynton Beach, FL
- Pnc Retirement Solutions — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation
- Kaufman Rossin & Co — Schedule C compensation