Advanced Cardiovascular Specialists LLC Profit Sharing 401(K) Plan — Form 5500 plan (Advanced Cardiovascular Specialists LLC)
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, Advanced Cardiovascular Specialists LLC Profit Sharing 401(K) Plan is a benefit plan reported by Advanced Cardiovascular Specialists LLC under EIN 82-1064121 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $45,320,704 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advanced Cardiovascular Specialists LLC
- EIN
- 82-1064121
- Plan number
- 001
- Plan type
- 2
- Location
- Shreveport, LA
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $45,320,704
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20241014135641NAL0015056915001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,320,704
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,320,704
- Net assets (BOY)
- $39,345,890
Income & contributions
- Employer contributions
- $1,074,535
- Participant contributions
- $729,546
- Total contributions
- $1,804,081
- Total income / additions
- $7,562,078
Expenses & distributions
- Benefits paid
- $1,495,157
- Administrative expenses
- $92,107
- Total expenses
- $1,587,264
- Net increase / (decrease)
- $5,974,814
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Steward Parnters Investments Advis | INVESTMENT ADVISOR | $40,525 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORD KEEPER | $35,886 | $0 | 2023 |
| Acuff & Associates, Inc. | CONTRACT ADMIN | $2,220 | $10,000 | 2023 |
| Tmce Llp | AUDITOR | $10,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,476 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Advanced Cardiovascular Specialists LLC
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Shreveport, LA
- Steward Parnters Investments Advis — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Acuff & Associates, Inc. — Schedule C compensation
- Tmce Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation