Palo Verde Hematology Oncology, Ltd — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Ltd (EIN 86-0416050) is a plan sponsor located in Glendale, AZ with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
86-0416050
Location
Glendale, AZ
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$12,789,890
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$12,789,890

Contributions & income

Employer contributions
$569,514
Participant contributions
$1,136,938
Total income / additions
$3,752,564

Expenses & distributions

Benefits paid / distributions
$1,064,048
Total expenses
$1,154,258
Net increase / (decrease)
$2,598,306

Coverage

Total reported participants
628
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Palo Verde Hematology Oncology, Ltd plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Palo Verde Hematology Oncology 401k Profit Sharing Plan & Trust001344$12,789,8902023
Palo Verde Hematology Oncology, Ltd Health And Welfare Plan501284not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Palo Verde Hematology Oncology, Ltd
YearPlanParticipantsSchedulesFiling
2023Palo Verde Hematology Oncology, Ltd Health And Welfare Plan28420240913105455NAL0011543745001
2023Palo Verde Hematology Oncology 401k Profit Sharing Plan & Trust344H, C20241009131618NAL0009240627001

Related Form 5500 pages