Profit Sharing Plan For Employees Of Gessler Clinic, P.A. — Form 5500 plan (Gessler Clinic P.A.)

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, Profit Sharing Plan For Employees Of Gessler Clinic, P.A. is a benefit plan reported by Gessler Clinic P.A. under EIN 59-1407610 and plan number 002. The latest loaded filing year is 2023. The filing reports 308 participants and $49,323,606 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gessler Clinic P.A.
EIN
59-1407610
Plan number
002
Plan type
2
Location
Winter Haven, FL
Latest filing year
2023
Participants
308
End-of-year plan assets
$49,323,606

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023308H, C20240705104048NAL0008704017001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$49,323,606
Total liabilities (EOY)
$0
Net assets (EOY)
$49,323,606
Net assets (BOY)
$60,373,883

Income & contributions

Employer contributions
$792,038
Participant contributions
$1,212,715
Total contributions
$2,004,753
Total income / additions
$13,721,675

Expenses & distributions

Benefits paid
$24,763,248
Administrative expenses
$4,306
Total expenses
$24,771,952
Net increase / (decrease)
-$11,050,277

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$4,306$02023

Related Form 5500 pages