Citrus Cardiology Consultants, Pa Profit Sharing Plan — Form 5500 plan (Citrus Cardiology Consultants, Pa)
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, Citrus Cardiology Consultants, Pa Profit Sharing Plan is a benefit plan reported by Citrus Cardiology Consultants, Pa under EIN 59-2123944 and plan number 002. The latest loaded filing year is 2023. The filing reports 221 participants and $15,851,509 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Citrus Cardiology Consultants, Pa
- EIN
- 59-2123944
- Plan number
- 002
- Plan type
- 2
- Location
- Inverness, FL
- Latest filing year
- 2023
- Participants
- 221
- End-of-year plan assets
- $15,851,509
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | H, C | 20240925155111NAL0014592961001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,851,509
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,851,509
- Net assets (BOY)
- $13,132,088
Income & contributions
- Employer contributions
- $438,923
- Participant contributions
- $780,635
- Total contributions
- $1,219,633
- Total income / additions
- $3,554,366
Expenses & distributions
- Benefits paid
- $799,012
- Administrative expenses
- $35,933
- Total expenses
- $834,945
- Net increase / (decrease)
- $2,719,421
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial Services Ad | INVESTMENT ADVISOR | $27,979 | not reported in the loaded dataset | 2023 |
| Retirement Solutions Specialists | CONTRACT ADMIN | $8,825 | $6,918 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $1,753 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Citrus Cardiology Consultants, Pa
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Inverness, FL
- Raymond James Financial Services Ad — Schedule C compensation
- Retirement Solutions Specialists — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation