Missouri Cardiovascular Specialists, Llp 401(K) Profit Sharing Plan — Form 5500 plan (Missouri Cardiovascular Specialists, Llp)
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, Missouri Cardiovascular Specialists, Llp 401(K) Profit Sharing Plan is a benefit plan reported by Missouri Cardiovascular Specialists, Llp under EIN 43-1566193 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $44,031,914 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Missouri Cardiovascular Specialists, Llp
- EIN
- 43-1566193
- Plan number
- 001
- Plan type
- 2
- Location
- Columbia, MO
- Latest filing year
- 2023
- Participants
- 133
- End-of-year plan assets
- $44,031,914
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H, C | 20250108120530NAL0017855792001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,031,914
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,031,914
- Net assets (BOY)
- $40,131,845
Income & contributions
- Employer contributions
- $919,928
- Participant contributions
- $736,437
- Total contributions
- $1,923,042
- Total income / additions
- $8,482,171
Expenses & distributions
- Benefits paid
- $4,360,339
- Administrative expenses
- $221,763
- Total expenses
- $4,582,102
- Net increase / (decrease)
- $3,900,069
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORD KEEPER | $49,147 | $0 | 2023 |
| Genex Consulting | CONSULTANT | $38,184 | not reported in the loaded dataset | 2023 |
| Charles Schwab | BROKER | $33,300 | not reported in the loaded dataset | 2023 |
| Fidelity Brokerage Services, LLC | BROKER | $30,504 | not reported in the loaded dataset | 2023 |
| Northwestern Mutual Wealth Manageme | BROKER | $22,156 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | BROKER | $19,475 | not reported in the loaded dataset | 2023 |
| Interactive Brokers | BROKER | $13,136 | not reported in the loaded dataset | 2023 |
| Commerce Bank | BROKER | $12,581 | not reported in the loaded dataset | 2023 |
| Aps-Pentegra | TPA | $3,772 | $0 | 2023 |
| Iron-Co-Fid 3(21) | ADVISOR | $0 | not reported in the loaded dataset | 2023 |
| Waddell & Reed | BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Missouri Cardiovascular Specialists, Llp
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Columbia, MO
- Nationwide — Schedule C compensation
- Genex Consulting — Schedule C compensation
- Charles Schwab — Schedule C compensation
- Fidelity Brokerage Services, LLC — Schedule C compensation
- Northwestern Mutual Wealth Manageme — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Interactive Brokers — Schedule C compensation
- Commerce Bank — Schedule C compensation
- Aps-Pentegra — Schedule C compensation
- Iron-Co-Fid 3(21) — Schedule C compensation
- Waddell & Reed — Schedule C compensation