2023 Form 5500 filing — Missouri Cardiovascular Specialists, Llp 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 20250108120530NAL0017855792001) for Missouri Cardiovascular Specialists, Llp 401(K) Profit Sharing Plan, reported by Missouri Cardiovascular Specialists, Llp under EIN 43-1566193 and plan number 001. It reports 133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250108120530NAL0017855792001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Missouri Cardiovascular Specialists, Llp
- EIN
- 43-1566193
- Plan number
- 001
- Location
- Columbia, MO
- Participants
- 133
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,031,914
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,031,914
- Employer contributions
- $919,928
- Participant contributions
- $736,437
- Total income / additions
- $8,482,171
- Benefits paid
- $4,360,339
- Administrative expenses
- $221,763
- Total expenses
- $4,582,102
- Net increase / (decrease)
- $3,900,069
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORD KEEPER | $49,147 | $0 |
| Genex Consulting | CONSULTANT | $38,184 | not reported in the loaded dataset |
| Charles Schwab | BROKER | $33,300 | not reported in the loaded dataset |
| Fidelity Brokerage Services, LLC | BROKER | $30,504 | not reported in the loaded dataset |
| Northwestern Mutual Wealth Manageme | BROKER | $22,156 | not reported in the loaded dataset |
| Merrill Lynch | BROKER | $19,475 | not reported in the loaded dataset |
| Interactive Brokers | BROKER | $13,136 | not reported in the loaded dataset |
| Commerce Bank | BROKER | $12,581 | not reported in the loaded dataset |
| Aps-Pentegra | TPA | $3,772 | $0 |
| Iron-Co-Fid 3(21) | ADVISOR | $0 | not reported in the loaded dataset |
| Waddell & Reed | BROKER | $0 | $0 |