2023 Form 5500 filing — Profit Sharing Plan For Employees Of Gessler Clinic, P.A.
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240705104048NAL0008704017001) for Profit Sharing Plan For Employees Of Gessler Clinic, P.A., reported by Gessler Clinic P.A. under EIN 59-1407610 and plan number 002. It reports 308 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240705104048NAL0008704017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gessler Clinic P.A.
- EIN
- 59-1407610
- Plan number
- 002
- Location
- Winter Haven, FL
- Participants
- 308
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,323,606
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,323,606
- Employer contributions
- $792,038
- Participant contributions
- $1,212,715
- Total income / additions
- $13,721,675
- Benefits paid
- $24,763,248
- Administrative expenses
- $4,306
- Total expenses
- $24,771,952
- Net increase / (decrease)
- -$11,050,277
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $4,306 | $0 |