Florida Medical Clinic, LLC 401(K) Plan And Trust — Form 5500 plan (Ohi West Medical Group Ii 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 Medical Clinic, LLC 401(K) Plan And Trust is a benefit plan reported by Ohi West Medical Group Ii LLC under EIN 92-3479126 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,425 participants and $269,317,717 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ohi West Medical Group Ii LLC
- EIN
- 92-3479126
- Plan number
- 001
- Plan type
- 2
- Location
- Zephyrhills, FL
- Latest filing year
- 2023
- Participants
- 2,425
- End-of-year plan assets
- $269,317,717
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,425 | H, C | 20241125075125NAL0004550289001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $269,317,717
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $269,317,717
- Net assets (BOY)
- $228,686,897
Income & contributions
- Employer contributions
- $10,605,454
- Participant contributions
- $9,004,119
- Total contributions
- $20,007,592
- Total income / additions
- $64,595,968
Expenses & distributions
- Benefits paid
- $23,770,745
- Administrative expenses
- $177,275
- Total expenses
- $23,965,148
- Net increase / (decrease)
- $40,630,820
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $82,123 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $44,704 | not reported in the loaded dataset | 2023 |
| Bks Financial Investments LLC | PLAN SPONSOR | $34,298 | not reported in the loaded dataset | 2023 |
| Rivero, Gordimer, & Company Pa | ACCOUNTANT/AUDITOR | $16,150 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ohi West Medical Group Ii LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Zephyrhills, FL
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Bks Financial Investments LLC — Schedule C compensation
- Rivero, Gordimer, & Company Pa — Schedule C compensation