2023 Form 5500 filing — Cardiology Consultants, P.A. Profit Sharing 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 20241220082807NAL0011854002001) for Cardiology Consultants, P.A. Profit Sharing Plan And Trust, reported by Cardiology Consultants, P.A. under EIN 57-0549843 and plan number 001. It reports 120 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)$30.7MReported net assets$30,673,188
Participants120
Provider compensation$23.5K3 Schedule C row(s)$23,464
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241220082807NAL0011854002001
Plan sponsor
Cardiology Consultants, P.A.
EIN
57-0549843
Plan number
001
Location
Spartanburg, SC
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)$30.7M total assets
Net assets$30.7MLiabilities$0
Money in vs. money out
Total income / additions$5.1M
Total expenses$2M
Benefits paid / distributions$1.8M
Contributions
Employer$799.8K
Participant$390.7K
Full reported line items
Total assets (EOY)
$30,673,188
Total liabilities (EOY)
$0
Net assets (EOY)
$30,673,188
Employer contributions
$799,830
Participant contributions
$390,692
Total income / additions
$5,109,402
Benefits paid
$1,821,634
Administrative expenses
$172,430
Total expenses
$1,994,064
Net increase / (decrease)
$3,115,338
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISORY PLAN · Direct $14.5K
  2. 2
    RECORDKEEPER · Direct $8K · Indirect $0
  3. 3
    RECORDKEEPER · Direct $900 · Indirect $108

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241220082807NAL0011854002001 cover?
It is the 2023 Form 5500 filing for Cardiology Consultants, P.A. Profit Sharing Plan And Trust, reported by Cardiology Consultants, P.A. (EIN 57-0549843).
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).

Related Form 5500 pages