Plan5500

First Coast Cardiovascular Institute 401(K) Ps Plan & Trust — Form 5500 plan (First Coast Cardiovascular Institute)

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, First Coast Cardiovascular Institute 401(K) Ps Plan & Trust is a benefit plan reported by First Coast Cardiovascular Institute under EIN 47-0854466 and plan number 001. The latest loaded filing year is 2023. The filing reports 155 participants and $4,038,829 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4MPlan net assets, end of year$4,038,829
Participants155Covered participants reported
Assets / participant$26.1KComputed: assets ÷ participants$26,057 (computed)
Provider compensation$29K1 Schedule C provider row(s)$29,033
Plan sponsor
First Coast Cardiovascular Institute
EIN
47-0854466
Plan number
001
Plan type
2
Location
Jacksonville, FL
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    155 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4M total assets
Net assets$4MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$629.7K
Benefits paid / distributions$600.6K
Contributions
Employer$129.5K
Participant$608.9K
Full reported line items

Net assets

Total assets (EOY)
$4,038,829
Total liabilities (EOY)
$0
Net assets (EOY)
$4,038,829
Net assets (BOY)
$3,334,990

Income & contributions

Employer contributions
$129,454
Participant contributions
$608,869
Total contributions
$745,765
Total income / additions
$1,333,515

Expenses & distributions

Benefits paid
$600,643
Administrative expenses
$29,033
Total expenses
$629,676
Net increase / (decrease)
$703,839
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 18%Participant 82%
Total expenses ÷ net assets16%Computed ratio
Benefits paid ÷ total income45%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Nesteggs Retirement Plan Svcs, Inc.$29K
    N/A · Direct $29K

Related Form 5500 pages