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, Palo Verde Hematology Oncology 401k Profit Sharing Plan & Trust is a benefit plan reported by Palo Verde Hematology Oncology, Ltd under EIN 86-0416050 and plan number 001. The latest loaded filing year is 2023. The filing reports 344 participants and $12,789,890 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,789,890
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,789,890
- Net assets (BOY)
- $10,191,584
Income & contributions
- Employer contributions
- $569,514
- Participant contributions
- $1,136,938
- Total contributions
- $1,848,470
- Total income / additions
- $3,752,564
Expenses & distributions
- Benefits paid
- $1,064,048
- Administrative expenses
- $59,055
- Total expenses
- $1,154,258
- Net increase / (decrease)
- $2,598,306