2023 Form 5500 filing — West Florida Medical Associates, P.A. Cash Balance Pension 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 20250430114025NAL0001826897001) for West Florida Medical Associates, P.A. Cash Balance Pension Plan, reported by West Florida Medical Associates, P.A. under EIN 59-3411454 and plan number 003. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20250430114025NAL0001826897001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- West Florida Medical Associates, P.A.
- EIN
- 59-3411454
- Plan number
- 003
- Location
- Beverly Hills, FL
- Participants
- 165
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,549,750
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,549,750
- Employer contributions
- $1,204,474
- Participant contributions
- $0
- Total income / additions
- $2,011,280
- Benefits paid
- $6,592
- Administrative expenses
- $102,488
- Total expenses
- $109,080
- Net increase / (decrease)
- $1,902,200
- Schedule source
- Schedule H