2023 Form 5500 filing — Physician Partners Of America 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 20241114112709NAL0010680899001) for Physician Partners Of America 401(K) Plan, reported by Physician Partners Of America under EIN 90-0962715 and plan number 001. It reports 396 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)$4MReported net assets$3,965,513
Participants396
Provider compensation$34.4K4 Schedule C row(s)$34,368
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241114112709NAL0010680899001
- Plan sponsor
- Physician Partners Of America
- EIN
- 90-0962715
- Plan number
- 001
- Location
- Tampa, FL
- Received date
- not reported in the loaded dataset
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)$4M total assets
Net assets$4MLiabilities—
Full reported line items
- Total assets (EOY)
- $3,965,513
- Net assets (EOY)
- $3,965,513
- Participant contributions
- $931,357
- Total income / additions
- $1,444,778
- Benefits paid
- $875,414
- Administrative expenses
- $25,124
- Total expenses
- $900,538
- Net increase / (decrease)
- $544,240
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $23,653 | $0 |
| Principal Securities Inc | OTHER SERVICES | $0 | $7,924 |
| Penservco Inc | CONTRACT ADMINISTRATOR | $1,470 | $1,321 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |