Cancer Specialists Of North Florida 401(K) Plan — Form 5500 plan (Cancer Specialists, 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, Cancer Specialists Of North Florida 401(K) Plan is a benefit plan reported by Cancer Specialists, LLC under EIN 45-5523028 and plan number 001. The latest loaded filing year is 2023. The filing reports 566 participants and $48,175,415 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cancer Specialists, LLC
- EIN
- 45-5523028
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 566
- End-of-year plan assets
- $48,175,415
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 566 | H, C | 20240715103350NAL0002386418001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,175,415
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,175,415
- Net assets (BOY)
- $39,275,340
Income & contributions
- Employer contributions
- $1,676,880
- Participant contributions
- $1,816,672
- Total contributions
- $3,778,302
- Total income / additions
- $10,527,890
Expenses & distributions
- Benefits paid
- $1,605,525
- Administrative expenses
- $21,993
- Total expenses
- $1,627,815
- Net increase / (decrease)
- $8,900,075
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mai Capital Management, LLC | SERVICE PROVIDER | $0 | $66,484 | 2023 |
| Economic Group Pension Services | TPA | $0 | $19,909 | 2023 |
| Morningstar | SERVICE PROVIDER | $0 | $6,746 | 2023 |
| Cancer Specialist LLC | SERVICE PROVIDER | $0 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cancer Specialists, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Mai Capital Management, LLC — Schedule C compensation
- Economic Group Pension Services — Schedule C compensation
- Morningstar — Schedule C compensation
- Cancer Specialist LLC — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation