Podicare Services, Inc. 401(K) Plan — Form 5500 plan (Podicare Services, 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, Podicare Services, Inc. 401(K) Plan is a benefit plan reported by Podicare Services, Inc. under EIN 65-1040350 and plan number 001. The latest loaded filing year is 2023. The filing reports 334 participants and $6,560,090 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Podicare Services, Inc.
EIN
65-1040350
Plan number
001
Plan type
2
Location
Hollywood, FL
Latest filing year
2023
Participants
334
End-of-year plan assets
$6,560,090

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023334H, C20241012094832NAL0041355632001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,560,090
Total liabilities (EOY)
$0
Net assets (EOY)
$6,560,090
Net assets (BOY)
$4,737,404

Income & contributions

Participant contributions
$1,405,516
Total contributions
$1,721,299
Total income / additions
$2,610,628

Expenses & distributions

Benefits paid
$760,838
Administrative expenses
$22,299
Total expenses
$787,942
Net increase / (decrease)
$1,822,686

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Advisory ServicesINVESTMENT/FINANCIAL ADVI$15,849$02023
Adp, Inc.RECORD KEEPER$6,449$02023

Related Form 5500 pages