2023 Form 5500 filing — Florida Cancer Specialists & Research Institute, LLC 401(K) Profit Sharing Plan & Trust
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 20240830182721NAL0024448864001) for Florida Cancer Specialists & Research Institute, LLC 401(K) Profit Sharing Plan & Trust, reported by Florida Cancer Specialists & Research Institute, LLC under EIN 65-0825133 and plan number 002. It reports 2,913 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830182721NAL0024448864001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Florida Cancer Specialists & Research Institute, LLC
- EIN
- 65-0825133
- Plan number
- 002
- Location
- Fort Myers, FL
- Participants
- 2,913
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $257,936,247
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $257,936,247
- Employer contributions
- $9,567,163
- Participant contributions
- $20,824,682
- Total income / additions
- $70,001,563
- Benefits paid
- $16,163,387
- Administrative expenses
- $333,049
- Total expenses
- $16,499,017
- Net increase / (decrease)
- $53,502,546
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $253,787 | $0 |
| Vanguard Advisers Inc. | NONE | $78,587 | not reported in the loaded dataset |
| Sageview Advisory Group, LLC | NONE | $10,609 | not reported in the loaded dataset |