2023 Form 5500 filing — Cardiovascular Institute Of Central Florida, LLC 401(K) 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 20250501172532NAL0005070352001) for Cardiovascular Institute Of Central Florida, LLC 401(K) Plan, reported by Cardiovascular Institute Of Central Florida, LLC under EIN 20-5476847 and plan number 001. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250501172532NAL0005070352001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cardiovascular Institute Of Central Florida, LLC
- EIN
- 20-5476847
- Plan number
- 001
- Location
- Ocala, FL
- Participants
- 136
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,078,195
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,078,195
- Employer contributions
- $677,591
- Participant contributions
- $513,372
- Total income / additions
- $2,197,868
- Benefits paid
- $123,710
- Administrative expenses
- $42,226
- Total expenses
- $165,936
- Net increase / (decrease)
- $2,031,932
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $22,144 | $0 |
| Morgan Stanley Global | INVESTMENT ADVISORY | $13,821 | not reported in the loaded dataset |