2023 Form 5500 filing — Radiology And Imaging Specialists Of Lakeland, P.A. 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 20250130143713NAL0000902865001) for Radiology And Imaging Specialists Of Lakeland, P.A. 401(K) Profit Sharing Plan, reported by Radiology And Imaging Specialists Of Lakeland, P.A. under EIN 59-1262719 and plan number 001. It reports 403 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250130143713NAL0000902865001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Radiology And Imaging Specialists Of Lakeland, P.A.
- EIN
- 59-1262719
- Plan number
- 001
- Location
- Lakeland, FL
- Participants
- 403
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,143,432
- Net assets (EOY)
- $31,143,432
- Employer contributions
- $1,651,420
- Participant contributions
- $1,319,145
- Total income / additions
- $7,733,791
- Benefits paid
- $2,405,734
- Administrative expenses
- $94,207
- Total expenses
- $2,499,941
- Net increase / (decrease)
- $5,233,850
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | INVESTMENT ADVISORY-PLAN | $63,884 | not reported in the loaded dataset |
| Clifton Larson Allen | AUDIT | $19,908 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $10,415 | $0 |