Cardiovascular Institute Of Central Florida, LLC 401(K) Plan — Form 5500 plan (Cardiovascular Institute Of Central Florida, LLC)

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, Cardiovascular Institute Of Central Florida, LLC 401(K) Plan is a benefit plan reported by Cardiovascular Institute Of Central Florida, LLC under EIN 20-5476847 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $9,078,195 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cardiovascular Institute Of Central Florida, LLC
EIN
20-5476847
Plan number
001
Plan type
2
Location
Ocala, FL
Latest filing year
2023
Participants
136
End-of-year plan assets
$9,078,195

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023136H, C20250501172532NAL0005070352001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,078,195
Total liabilities (EOY)
$0
Net assets (EOY)
$9,078,195
Net assets (BOY)
$7,046,263

Income & contributions

Employer contributions
$677,591
Participant contributions
$513,372
Total contributions
$1,190,963
Total income / additions
$2,197,868

Expenses & distributions

Benefits paid
$123,710
Administrative expenses
$42,226
Total expenses
$165,936
Net increase / (decrease)
$2,031,932

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$22,144$02023
Morgan Stanley GlobalINVESTMENT ADVISORY$13,821not reported in the loaded dataset2023

Related Form 5500 pages