2023 Form 5500 filing — Cancer Specialists Of North Florida 401(K) Plan

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 20240715103350NAL0002386418001) for Cancer Specialists Of North Florida 401(K) Plan, reported by Cancer Specialists, LLC under EIN 45-5523028 and plan number 001. It reports 566 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$48.2MReported net assets$48,175,415
Participants566
Provider compensation$93.1K5 Schedule C row(s)$93,139
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240715103350NAL0002386418001
Plan sponsor
Cancer Specialists, LLC
EIN
45-5523028
Plan number
001
Location
Jacksonville, FL
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$48.2M total assets
Net assets$48.2MLiabilities$0
Money in vs. money out
Total income / additions$10.5M
Total expenses$1.6M
Benefits paid / distributions$1.6M
Contributions
Employer$1.7M
Participant$1.8M
Full reported line items
Total assets (EOY)
$48,175,415
Total liabilities (EOY)
$0
Net assets (EOY)
$48,175,415
Employer contributions
$1,676,880
Participant contributions
$1,816,672
Total income / additions
$10,527,890
Benefits paid
$1,605,525
Administrative expenses
$21,993
Total expenses
$1,627,815
Net increase / (decrease)
$8,900,075

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Mai Capital Management, LLCSERVICE PROVIDER$0$66,484
Economic Group Pension ServicesTPA$0$19,909
MorningstarSERVICE PROVIDER$0$6,746
Cancer Specialist LLCSERVICE PROVIDER$0not reported in the loaded dataset
Voya Retirement Insurance And AnnuiSERVICE PROVIDER$0$0

Related Form 5500 pages