Florida Cancer Specialists & Research Institute, LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Florida Cancer Specialists & Research Institute, LLC)
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 Cancer Specialists & Research Institute, LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Florida Cancer Specialists & Research Institute, LLC under EIN 65-0825133 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,913 participants and $257,936,247 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Florida Cancer Specialists & Research Institute, LLC
- EIN
- 65-0825133
- Plan number
- 002
- Plan type
- 2
- Location
- Fort Myers, FL
- Latest filing year
- 2023
- Participants
- 2,913
- End-of-year plan assets
- $257,936,247
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,913 | H, C | 20240830182721NAL0024448864001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $257,936,247
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $257,936,247
- Net assets (BOY)
- $204,433,701
Income & contributions
- Employer contributions
- $9,567,163
- Participant contributions
- $20,824,682
- Total contributions
- $33,308,327
- Total income / additions
- $70,001,563
Expenses & distributions
- Benefits paid
- $16,163,387
- Administrative expenses
- $333,049
- Total expenses
- $16,499,017
- Net increase / (decrease)
- $53,502,546
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $253,787 | $0 | 2023 |
| Vanguard Advisers Inc. | NONE | $78,587 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group, LLC | NONE | $10,609 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Florida Cancer Specialists & Research Institute, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Myers, FL
- The Vanguard Group, Inc. — Schedule C compensation
- Vanguard Advisers Inc. — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation