2023 Form 5500 filing — Ob/Gyn Specialists Of The Palm Beaches Ii, LLC, 401(K) Profit Sharing Plan And 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 20241010120524NAL0039949890001) for Ob/Gyn Specialists Of The Palm Beaches Ii, LLC, 401(K) Profit Sharing Plan And Trust, reported by Ob/Gyn Specialists Of The Palm Beaches Ii, LLC under EIN 38-4055153 and plan number 003. It reports 283 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010120524NAL0039949890001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ob/Gyn Specialists Of The Palm Beaches Ii, LLC
- EIN
- 38-4055153
- Plan number
- 003
- Location
- Boca Raton, FL
- Participants
- 283
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,889,016
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,889,016
- Employer contributions
- $1,219,325
- Participant contributions
- $943,424
- Total income / additions
- $7,570,953
- Benefits paid
- $1,775,535
- Administrative expenses
- $77,545
- Total expenses
- $1,853,080
- Net increase / (decrease)
- $5,717,873
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $98,202 | $0 |
| Securities America Inc | BROKER | $0 | $41,702 |
| Barry Max Levy & Associates | CONTRACT ADMIN | $0 | $10,000 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $3,004 | not reported in the loaded dataset |