2023 Form 5500 filing — Tri-City Cardiology Consultants, P.C. 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 20240909113500NAL0002349667001) for Tri-City Cardiology Consultants, P.C. 401(K) Plan, reported by Tri-City Cardiology Consultants, P.C. under EIN 86-0516994 and plan number 004. It reports 296 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909113500NAL0002349667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tri-City Cardiology Consultants, P.C.
- EIN
- 86-0516994
- Plan number
- 004
- Location
- Mesa, AZ
- Participants
- 296
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,577,721
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,577,721
- Employer contributions
- $1,721,607
- Participant contributions
- $1,125,764
- Total income / additions
- $8,861,043
- Benefits paid
- $1,361,597
- Administrative expenses
- $94,571
- Total expenses
- $1,456,168
- Net increase / (decrease)
- $7,404,875
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $43,224 | $0 |
| Merrill Lynch, Pierce, Fenner & Smi | CONSULTANT | $36,346 | $59 |
| Holthouse Carlin & Van Trigt Llp | AUDITOR | $15,002 | not reported in the loaded dataset |
| Kravitz, LLC | NONE | $0 | $14,795 |