2023 Form 5500 filing — Florida Medical Clinic, LLC 401(K) 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 20241125075125NAL0004550289001) for Florida Medical Clinic, LLC 401(K) Plan And Trust, reported by Ohi West Medical Group Ii LLC under EIN 92-3479126 and plan number 001. It reports 2,425 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241125075125NAL0004550289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ohi West Medical Group Ii LLC
- EIN
- 92-3479126
- Plan number
- 001
- Location
- Zephyrhills, FL
- Participants
- 2,425
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $269,317,717
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $269,317,717
- Employer contributions
- $10,605,454
- Participant contributions
- $9,004,119
- Total income / additions
- $64,595,968
- Benefits paid
- $23,770,745
- Administrative expenses
- $177,275
- Total expenses
- $23,965,148
- Net increase / (decrease)
- $40,630,820
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $82,123 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $44,704 | not reported in the loaded dataset |
| Bks Financial Investments LLC | PLAN SPONSOR | $34,298 | not reported in the loaded dataset |
| Rivero, Gordimer, & Company Pa | ACCOUNTANT/AUDITOR | $16,150 | not reported in the loaded dataset |