South Denver Cardiology Associates, P.C. 401k Profit Sharing Plan — Form 5500 plan (South Denver Cardiology)
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, South Denver Cardiology Associates, P.C. 401k Profit Sharing Plan is a benefit plan reported by South Denver Cardiology under EIN 84-0639881 and plan number 001. The latest loaded filing year is 2023. The filing reports 299 participants and $47,012,759 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- South Denver Cardiology
- EIN
- 84-0639881
- Plan number
- 001
- Plan type
- 2
- Location
- Littleton, CO
- Latest filing year
- 2023
- Participants
- 299
- End-of-year plan assets
- $47,012,759
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 299 | H, C | 20241004193657NAL0011900401001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,012,759
- Total liabilities (EOY)
- $457
- Net assets (EOY)
- $47,012,302
- Net assets (BOY)
- $38,265,085
Income & contributions
- Employer contributions
- $1,578,567
- Participant contributions
- $1,539,916
- Total contributions
- $3,590,234
- Total income / additions
- $10,428,928
Expenses & distributions
- Benefits paid
- $1,575,516
- Administrative expenses
- $106,195
- Total expenses
- $1,681,711
- Net increase / (decrease)
- $8,747,217
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Noble Wealth Management P.B.C. | BROKERAGE | $0 | $36,131 | 2023 |
| Northwestern Mutual Wealth Mgmt Co | RIA | $18,000 | $0 | 2023 |
| Merrill Lynch Pierce Fenner Smith | BROKERAGE | $0 | $7,020 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $354 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for South Denver Cardiology
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Littleton, CO
- Noble Wealth Management P.B.C. — Schedule C compensation
- Northwestern Mutual Wealth Mgmt Co — Schedule C compensation
- Merrill Lynch Pierce Fenner Smith — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation