Physician Partners Of America 401(K) Plan — Form 5500 plan (Physician Partners Of America)
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, Physician Partners Of America 401(K) Plan is a benefit plan reported by Physician Partners Of America under EIN 90-0962715 and plan number 001. The latest loaded filing year is 2023. The filing reports 396 participants and $3,965,513 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4MPlan net assets, end of year$3,965,513
Participants396Covered participants reported
Assets / participant$10KComputed: assets ÷ participants$10,014 (computed)
Provider compensation$34.4K4 Schedule C provider row(s)$34,368
- Plan sponsor
- Physician Partners Of America
- EIN
- 90-0962715
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 396 | H, C | 20241114112709NAL0010680899001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4M total assets
Net assets$4MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $3,965,513
- Net assets (EOY)
- $3,965,513
- Net assets (BOY)
- $3,421,273
Income & contributions
- Participant contributions
- $931,357
- Total contributions
- $1,045,851
- Total income / additions
- $1,444,778
Expenses & distributions
- Benefits paid
- $875,414
- Administrative expenses
- $25,124
- Total expenses
- $900,538
- Net increase / (decrease)
- $544,240
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets23%Computed ratio
Benefits paid ÷ total income61%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $23,653 | $0 | 2023 |
| Principal Securities Inc | OTHER SERVICES | $0 | $7,924 | 2023 |
| Penservco Inc | CONTRACT ADMINISTRATOR | $1,470 | $1,321 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Physician Partners Of America
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- Principal Life Insurance Company — Schedule C compensation
- Principal Securities Inc — Schedule C compensation
- Penservco Inc — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation