2023 Form 5500 filing — Florida Proton Therapy Institute, Inc. 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 20241015140114NAL0057995858001) for Florida Proton Therapy Institute, Inc. 401(K) Plan, reported by Florida Proton Therapy Institute, Inc. under EIN 01-0554709 and plan number 001. It reports 185 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)$10.2MReported net assets$10,221,080

Participants185

Provider compensation$26.4K4 Schedule C row(s)$26,419

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015140114NAL0057995858001
Plan sponsor: Florida Proton Therapy Institute, Inc.
EIN: 01-0554709
Plan number: 001
Location: Jacksonville, 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)$10.3M total assets

Net assets$10.2MLiabilities$42.8K

Money in vs. money out

Total income / additions$2.4M

Total expenses$422.5K

Benefits paid / distributions$417.3K

Contributions

Employer$226.9K

Participant$524.9K

Full reported line items

Total assets (EOY): $10,263,894
Total liabilities (EOY): $42,814
Net assets (EOY): $10,221,080
Employer contributions: $226,935
Participant contributions: $524,873
Total income / additions: $2,382,686
Benefits paid: $417,281
Administrative expenses: $5,252
Total expenses: $422,533
Net increase / (decrease): $1,960,153

Schedule C

Reported service provider compensation

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

1
Gallagher Benefit Services Inc$23.1K
SERVICE PROVIDER · Direct $0 · Indirect $23.1K
2
Morningstar Investment Management$1.9K
NA · Direct $401 · Indirect $1.5K
3
Bdo Usa, Llp$1K
OTHER SERVICES · Direct $0 · Indirect $1K
4
Voya Retirement Insurance & Annuity$401
INV AD/SVC PROV · Direct $401 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015140114NAL0057995858001 cover?: It is the 2023 Form 5500 filing for Florida Proton Therapy Institute, Inc. 401(K) Plan, reported by Florida Proton Therapy Institute, Inc. (EIN 01-0554709).
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).