The Retirement Plan For Employees Of Florida Cardiology, P.A. — Form 5500 plan (Florida Cardiology, 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, The Retirement Plan For Employees Of Florida Cardiology, P.A. is a benefit plan reported by Florida Cardiology, P.A. under EIN 59-2262342 and plan number 003. The latest loaded filing year is 2023. The filing reports 298 participants and $11,228,490 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Florida Cardiology, P.A.
EIN
59-2262342
Plan number
003
Plan type
2
Location
Winter Park, FL
Latest filing year
2023
Participants
298
End-of-year plan assets
$11,228,490

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023298H, C20250331094628NAL0010870338001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,228,490
Total liabilities (EOY)
$0
Net assets (EOY)
$11,228,490
Net assets (BOY)
$9,419,877

Income & contributions

Participant contributions
$940,922
Total contributions
$1,003,736
Total income / additions
$2,399,924

Expenses & distributions

Benefits paid
$538,461
Administrative expenses
$52,850
Total expenses
$591,311
Net increase / (decrease)
$1,808,613

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$52,850$02023
Resources Investment AdvisorsINVESTMENT ADVISORY$0$15,0002023

Related Form 5500 pages