Fps 401(K) Plan — Form 5500 plan (Florida Physician 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, Fps 401(K) Plan is a benefit plan reported by Florida Physician Specialists, LLC. under EIN 46-0772206 and plan number 001. The latest loaded filing year is 2023. The filing reports 206 participants and $24,963,073 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Florida Physician Specialists, LLC.
- EIN
- 46-0772206
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 206
- End-of-year plan assets
- $24,963,073
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 206 | H, C | 20241008152438NAL0017879393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,963,073
- Net assets (EOY)
- $24,963,073
- Net assets (BOY)
- $21,388,199
Income & contributions
- Employer contributions
- $1,100,784
- Participant contributions
- $894,692
- Total contributions
- $2,015,108
- Total income / additions
- $5,569,615
Expenses & distributions
- Benefits paid
- $1,925,212
- Administrative expenses
- $69,529
- Total expenses
- $1,994,741
- Net increase / (decrease)
- $3,574,874
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $63,229 | $0 | 2023 |
| Mai Capital Management, LLC | INVESTMENT ADVISORY | $0 | $21,231 | 2023 |
| Pension Solutions, Inc | CONTRACT ADMINISTRATOR | $6,300 | $8,460 | 2023 |
| Principal Securities Inc | OTHER SERVICES | $0 | $9,698 | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Florida Physician Specialists, LLC.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Principal Life Insurance Company — Schedule C compensation
- Mai Capital Management, LLC — Schedule C compensation
- Pension Solutions, Inc — Schedule C compensation
- Principal Securities Inc — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation