West Florida Medical Associates, P.A. Cash Balance Pension Plan — Form 5500 plan (West Florida Medical Associates, 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, West Florida Medical Associates, P.A. Cash Balance Pension Plan is a benefit plan reported by West Florida Medical Associates, P.A. under EIN 59-3411454 and plan number 003. The latest loaded filing year is 2023. The filing reports 165 participants and $8,549,750 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- West Florida Medical Associates, P.A.
- EIN
- 59-3411454
- Plan number
- 003
- Plan type
- 2
- Location
- Beverly Hills, FL
- Latest filing year
- 2023
- Participants
- 165
- End-of-year plan assets
- $8,549,750
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H | 20250430114025NAL0001826897001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,549,750
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,549,750
- Net assets (BOY)
- $6,647,550
Income & contributions
- Employer contributions
- $1,204,474
- Participant contributions
- $0
- Total contributions
- $1,204,474
- Total income / additions
- $2,011,280
Expenses & distributions
- Benefits paid
- $6,592
- Administrative expenses
- $102,488
- Total expenses
- $109,080
- Net increase / (decrease)
- $1,902,200
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.