2023 Form 5500 filing — Lincare Employees' 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 20240927180042NAL0002650529001) for Lincare Employees' 401(K) Plan, reported by Lincare Inc. under EIN 59-2852900 and plan number 001. It reports 13,614 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927180042NAL0002650529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lincare Inc.
- EIN
- 59-2852900
- Plan number
- 001
- Location
- Clearwater, FL
- Participants
- 13,614
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $436,930,739
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $436,930,739
- Employer contributions
- $14,114,142
- Participant contributions
- $29,782,582
- Total income / additions
- $107,650,125
- Benefits paid
- $50,873,317
- Administrative expenses
- $562,884
- Total expenses
- $51,464,044
- Net increase / (decrease)
- $56,186,081
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $446,126 | $0 |
| Sageview Advisory Group LLC | CONSULTANT/PLAN SPONSOR | $105,000 | not reported in the loaded dataset |
| Lbmc, Pc | PLAN ADMINISTRATOR | $11,700 | not reported in the loaded dataset |
| Wealth Management Systems Inc | OTHER SERVICES | $0 | $0 |