North Florida Surgeons, P.A. Profit Sharing Plan — Form 5500 plan (North Florida Surgeons, 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, North Florida Surgeons, P.A. Profit Sharing Plan is a benefit plan reported by North Florida Surgeons, P.A. under EIN 59-3366100 and plan number 001. The latest loaded filing year is 2023. The filing reports 871 participants and $69,701,394 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
North Florida Surgeons, P.A.
EIN
59-3366100
Plan number
001
Plan type
2
Location
Jacksonville, FL
Latest filing year
2023
Participants
871
End-of-year plan assets
$69,701,394

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023871H, C20241001112925NAL0006996129001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$69,701,394
Total liabilities (EOY)
$0
Net assets (EOY)
$69,701,394
Net assets (BOY)
$51,991,776

Income & contributions

Employer contributions
$3,597,124
Participant contributions
$2,991,699
Total contributions
$8,885,748
Total income / additions
$18,898,381

Expenses & distributions

Benefits paid
$1,145,212
Administrative expenses
$26,053
Total expenses
$1,188,763
Net increase / (decrease)
$17,709,618

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Advisory Group, LLCINVESTMENT MGMT$19,493not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$6,560$02023

Related Form 5500 pages