2023 Form 5500 filing — South Denver Cardiology Associates, P.C. 401k Profit Sharing 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 20241004193657NAL0011900401001) for South Denver Cardiology Associates, P.C. 401k Profit Sharing Plan, reported by South Denver Cardiology under EIN 84-0639881 and plan number 001. It reports 299 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004193657NAL0011900401001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- South Denver Cardiology
- EIN
- 84-0639881
- Plan number
- 001
- Location
- Littleton, CO
- Participants
- 299
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,012,759
- Total liabilities (EOY)
- $457
- Net assets (EOY)
- $47,012,302
- Employer contributions
- $1,578,567
- Participant contributions
- $1,539,916
- Total income / additions
- $10,428,928
- Benefits paid
- $1,575,516
- Administrative expenses
- $106,195
- Total expenses
- $1,681,711
- Net increase / (decrease)
- $8,747,217
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Noble Wealth Management P.B.C. | BROKERAGE | $0 | $36,131 |
| Northwestern Mutual Wealth Mgmt Co | RIA | $18,000 | $0 |
| Merrill Lynch Pierce Fenner Smith | BROKERAGE | $0 | $7,020 |
| John Hancock Life Insurance Company | RECORDKEEPER | $354 | $0 |