Florida Heart Associates Retirement Plan — Form 5500 plan (Florida Heart Associates, P.L.)
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, Florida Heart Associates Retirement Plan is a benefit plan reported by Florida Heart Associates, P.L. under EIN 65-0690931 and plan number 001. The latest loaded filing year is 2023. The filing reports 117 participants and $25,907,947 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Florida Heart Associates, P.L.
- EIN
- 65-0690931
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Myers, FL
- Latest filing year
- 2023
- Participants
- 117
- End-of-year plan assets
- $25,907,947
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 117 | H, C | 20241121125635NAL0000267283001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,907,947
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,907,947
- Net assets (BOY)
- $21,926,985
Income & contributions
- Employer contributions
- $651,288
- Participant contributions
- $726,557
- Total contributions
- $1,456,034
- Total income / additions
- $5,437,604
Expenses & distributions
- Benefits paid
- $1,439,891
- Administrative expenses
- $16,751
- Total expenses
- $1,456,642
- Net increase / (decrease)
- $3,980,962
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY | $0 | $31,484 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $16,751 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Florida Heart Associates, P.L.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Myers, FL
- Kestra Advisory Services, LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation