2023 Form 5500 filing — Apex Cardiology Of Silicon Valley, A Medical Partnership

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 20240705174813NAL0020452434001) for Apex Cardiology Of Silicon Valley, A Medical Partnership, reported by Apex Cardiology Of Silicon Valley, A Medical Partn under EIN 77-0513957 and plan number 001. It reports 38 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.5MReported net assets$3,476,270
Participants38
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240705174813NAL0020452434001
Plan sponsor
Apex Cardiology Of Silicon Valley, A Medical Partn
EIN
77-0513957
Plan number
001
Location
San Jose, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.5M total assets
Net assets$3.5MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$91.6K
Benefits paid / distributions$89.2K
Contributions
Employer$142.9K
Participant$107.5K
Full reported line items
Total assets (EOY)
$3,476,270
Total liabilities (EOY)
$0
Net assets (EOY)
$3,476,270
Employer contributions
$142,903
Participant contributions
$107,502
Total income / additions
$1,145,210
Benefits paid
$89,157
Administrative expenses
$2,420
Total expenses
$91,577
Net increase / (decrease)
$1,053,633

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240705174813NAL0020452434001 cover?
It is the 2023 Form 5500 filing for Apex Cardiology Of Silicon Valley, A Medical Partnership, reported by Apex Cardiology Of Silicon Valley, A Medical Partn (EIN 77-0513957).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages