Physicians Primary Care Of Southwest Florida, P.L. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Physicians Primary Care Of Southwest Florida, P.L.)
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, Physicians Primary Care Of Southwest Florida, P.L. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Physicians Primary Care Of Southwest Florida, P.L. under EIN 65-0603006 and plan number 001. The latest loaded filing year is 2023. The filing reports 262 participants and $27,232,700 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Physicians Primary Care Of Southwest Florida, P.L.
- EIN
- 65-0603006
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Myers, FL
- Latest filing year
- 2023
- Participants
- 262
- End-of-year plan assets
- $27,232,700
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 262 | H, C | 20250408084122NAL0017867585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,232,700
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,232,700
- Net assets (BOY)
- $25,574,225
Income & contributions
- Employer contributions
- $588,597
- Participant contributions
- $1,168,648
- Total contributions
- $1,835,997
- Total income / additions
- $6,167,011
Expenses & distributions
- Benefits paid
- $4,440,676
- Administrative expenses
- $67,860
- Total expenses
- $4,508,536
- Net increase / (decrease)
- $1,658,475
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $26,116 | $0 | 2023 |
| Everhart Financial Group Inc | INVESTMENT ADVISOR | $20,029 | not reported in the loaded dataset | 2023 |
| Case Pearlman Retirement Adv., LLC | INVESTMENT ADVISOR | $19,754 | not reported in the loaded dataset | 2023 |
| Progressive Pension Admin., Inc. | CONTRACT ADMIN | $14,262 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,740 | not reported in the loaded dataset | 2023 |
| Physician Primary Care Swfl | OTHER | $22 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Physicians Primary Care Of Southwest Florida, P.L.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Myers, FL
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Everhart Financial Group Inc — Schedule C compensation
- Case Pearlman Retirement Adv., LLC — Schedule C compensation
- Progressive Pension Admin., Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Physician Primary Care Swfl — Schedule C compensation