Tri-City Cardiology Consultants, P.C. 401(K) Plan — Form 5500 plan (Tri-City Cardiology Consultants, P.C.)
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, Tri-City Cardiology Consultants, P.C. 401(K) Plan is a benefit plan reported by Tri-City Cardiology Consultants, P.C. under EIN 86-0516994 and plan number 004. The latest loaded filing year is 2023. The filing reports 296 participants and $36,577,721 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tri-City Cardiology Consultants, P.C.
- EIN
- 86-0516994
- Plan number
- 004
- Plan type
- 2
- Location
- Mesa, AZ
- Latest filing year
- 2023
- Participants
- 296
- End-of-year plan assets
- $36,577,721
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 296 | H, C | 20240909113500NAL0002349667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,577,721
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,577,721
- Net assets (BOY)
- $29,172,846
Income & contributions
- Employer contributions
- $1,721,607
- Participant contributions
- $1,125,764
- Total contributions
- $3,672,549
- Total income / additions
- $8,861,043
Expenses & distributions
- Benefits paid
- $1,361,597
- Administrative expenses
- $94,571
- Total expenses
- $1,456,168
- Net increase / (decrease)
- $7,404,875
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $43,224 | $0 | 2023 |
| Merrill Lynch, Pierce, Fenner & Smi | CONSULTANT | $36,346 | $59 | 2023 |
| Holthouse Carlin & Van Trigt Llp | AUDITOR | $15,002 | not reported in the loaded dataset | 2023 |
| Kravitz, LLC | NONE | $0 | $14,795 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tri-City Cardiology Consultants, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Mesa, AZ
- Principal Life Insurance Company — Schedule C compensation
- Merrill Lynch, Pierce, Fenner & Smi — Schedule C compensation
- Holthouse Carlin & Van Trigt Llp — Schedule C compensation
- Kravitz, LLC — Schedule C compensation