2023 Form 5500 filing — Endoscopy Center Of Ocala, Inc. 401(K) 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 20241016201110NAL0016043779001) for Endoscopy Center Of Ocala, Inc. 401(K) Profit Sharing Plan, reported by Endoscopy Center Of Ocala, Inc. under EIN 59-3088327 and plan number 001. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016201110NAL0016043779001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Endoscopy Center Of Ocala, Inc.
- EIN
- 59-3088327
- Plan number
- 001
- Location
- Ocala, FL
- Participants
- 150
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,132,053
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,132,053
- Employer contributions
- $815,564
- Participant contributions
- $170,313
- Total income / additions
- $2,612,595
- Benefits paid
- $3,509,524
- Administrative expenses
- $53,103
- Total expenses
- $3,562,627
- Net increase / (decrease)
- -$950,032
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment Advisors | INVESTMENT ADVISOR | $14,085 | not reported in the loaded dataset |
| Empower Annuity Insurance | RECORDKEEPER | $8,444 | $0 |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $4,289 | not reported in the loaded dataset |
| Pentegra Retirement Services | CONTRACT ADMIN | $800 | not reported in the loaded dataset |