2023 Form 5500 filing — 401k/Psp & Trust For Employees Of Central Florida Pulmonary Group, Pa

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 20240905155557NAL0035275936001) for 401k/Psp & Trust For Employees Of Central Florida Pulmonary Group, Pa, reported by Central Florida Pulmonary Group, P.A. under EIN 59-1760017 and plan number 002. It reports 164 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)$19.8MReported net assets$19,838,180
Participants164
Provider compensation$4.3K2 Schedule C row(s)$4,329
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240905155557NAL0035275936001
Plan sponsor
Central Florida Pulmonary Group, P.A.
EIN
59-1760017
Plan number
002
Location
Orlando, FL
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$19.8M total assets
Net assets$19.8MLiabilities$0
Money in vs. money out
Total income / additions$3.8M
Total expenses$2M
Benefits paid / distributions$1.9M
Contributions
Employer$718.5K
Participant$478.5K
Full reported line items
Total assets (EOY)
$19,838,180
Total liabilities (EOY)
$0
Net assets (EOY)
$19,838,180
Employer contributions
$718,459
Participant contributions
$478,500
Total income / additions
$3,774,941
Benefits paid
$1,945,179
Administrative expenses
$96,218
Total expenses
$2,041,397
Net increase / (decrease)
$1,733,544
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RIA · Direct $3.4K · Indirect $0
  2. 2
    RECORDKEEPER · Direct $958 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240905155557NAL0035275936001 cover?
It is the 2023 Form 5500 filing for 401k/Psp & Trust For Employees Of Central Florida Pulmonary Group, Pa, reported by Central Florida Pulmonary Group, P.A. (EIN 59-1760017).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages