Borland-Groover Clinic, P.A. Profit Sharing Plan And Trust — Form 5500 plan (Borland-Groover 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, Borland-Groover Clinic, P.A. Profit Sharing Plan And Trust is a benefit plan reported by Borland-Groover Clinic, P.A. under EIN 59-1784470 and plan number 002. The latest loaded filing year is 2023. The filing reports 845 participants and $107,913,411 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Borland-Groover Clinic, P.A.
- EIN
- 59-1784470
- Plan number
- 002
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 845
- End-of-year plan assets
- $107,913,411
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 845 | H, C | 20250501201241NAL0003793761001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $107,913,411
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $107,913,411
- Net assets (BOY)
- $91,350,341
Income & contributions
- Employer contributions
- $6,734,616
- Participant contributions
- $2,513,477
- Total contributions
- $9,367,018
- Total income / additions
- $24,824,878
Expenses & distributions
- Benefits paid
- $8,069,251
- Administrative expenses
- $192,557
- Total expenses
- $8,261,808
- Net increase / (decrease)
- $16,563,070
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $92,058 | $0 | 2023 |
| Andco Consulting, LLC | NONE | $41,250 | not reported in the loaded dataset | 2023 |
| Bdo, Usa P.C | NONE | $34,981 | not reported in the loaded dataset | 2023 |
| Deloitte Tax Llp | NONE | $16,905 | not reported in the loaded dataset | 2023 |
| J L Bainbridge &Company Inc | NONE | $6,935 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co. Inc. | NONE | $128 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Borland-Groover Clinic, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- T Rowe Price Rps Inc — Schedule C compensation
- Andco Consulting, LLC — Schedule C compensation
- Bdo, Usa P.C — Schedule C compensation
- Deloitte Tax Llp — Schedule C compensation
- J L Bainbridge &Company Inc — Schedule C compensation
- Charles Schwab & Co. Inc. — Schedule C compensation