2023 Form 5500 filing — Advanced Cardiovascular Specialists LLC Profit Sharing 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 20241014135641NAL0015056915001) for Advanced Cardiovascular Specialists LLC Profit Sharing 401(K) Plan, reported by Advanced Cardiovascular Specialists LLC under EIN 82-1064121 and plan number 001. It reports 159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014135641NAL0015056915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Advanced Cardiovascular Specialists LLC
- EIN
- 82-1064121
- Plan number
- 001
- Location
- Shreveport, LA
- Participants
- 159
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,320,704
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,320,704
- Employer contributions
- $1,074,535
- Participant contributions
- $729,546
- Total income / additions
- $7,562,078
- Benefits paid
- $1,495,157
- Administrative expenses
- $92,107
- Total expenses
- $1,587,264
- Net increase / (decrease)
- $5,974,814
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Steward Parnters Investments Advis | INVESTMENT ADVISOR | $40,525 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORD KEEPER | $35,886 | $0 |
| Acuff & Associates, Inc. | CONTRACT ADMIN | $2,220 | $10,000 |
| Tmce Llp | AUDITOR | $10,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,476 | not reported in the loaded dataset |