2023 Form 5500 filing — Professional Health Care Of Pi 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 20240910101631NAL0012846706001) for Professional Health Care Of Pi 401(K) Profit Sharing Plan & Trust, reported by Professional Health Care Of Pi under EIN 59-3440564 and plan number 001. It reports 146 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)$6.4MReported net assets$6,358,582
Participants146
Provider compensation$51.4K2 Schedule C row(s)$51,431
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240910101631NAL0012846706001
Plan sponsor
Professional Health Care Of Pi
EIN
59-3440564
Plan number
001
Location
St Petersburg, 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)$6.4M total assets
Net assets$6.4MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$635.2K
Benefits paid / distributions$577.7K
Contributions
Employer$334K
Participant$751.5K
Full reported line items
Total assets (EOY)
$6,358,582
Total liabilities (EOY)
$0
Net assets (EOY)
$6,358,582
Employer contributions
$333,968
Participant contributions
$751,504
Total income / additions
$2,040,511
Benefits paid
$577,674
Administrative expenses
$57,509
Total expenses
$635,183
Net increase / (decrease)
$1,405,328
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $39.5K
  2. 2
    RECORDKEEPER · Direct $12K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240910101631NAL0012846706001 cover?
It is the 2023 Form 5500 filing for Professional Health Care Of Pi 401(K) Profit Sharing Plan & Trust, reported by Professional Health Care Of Pi (EIN 59-3440564).
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