Central New York Cardiology, P.C. 401(K) Savings Plan — Form 5500 plan (Central New York Cardiology, P.C.)

Plain-English plan 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, Central New York Cardiology, P.C. 401(K) Savings Plan is a benefit plan reported by Central New York Cardiology, P.C. under EIN 16-1225773 and plan number 002. The latest loaded filing year is 2023. The filing reports 171 participants and $25,734,004 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Central New York Cardiology, P.C.
EIN
16-1225773
Plan number
002
Plan type
2
Location
Utica, NY
Latest filing year
2023
Participants
171
End-of-year plan assets
$25,734,004

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023171H, C20240930115458NAL0010100272001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,734,004
Total liabilities (EOY)
$0
Net assets (EOY)
$25,734,004
Net assets (BOY)
$22,561,314

Income & contributions

Employer contributions
$876,359
Participant contributions
$703,920
Total contributions
$1,580,279
Total income / additions
$5,501,543

Expenses & distributions

Benefits paid
$2,241,318
Administrative expenses
$79,499
Total expenses
$2,328,853
Net increase / (decrease)
$3,172,690

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Financial ServicesADVISOR$48,844$02023
Fidelity Investments Inst'L Ops CoRECORDKEEPER$30,655$02023

Related Form 5500 pages