Plan Snapshot
- Plan Sponsor: Central Florida Pulmonary Group, P.A.
- Sponsor EIN: 591760017
- Sponsor Address: 326 NORTH MILLS AVENUE, ORLANDO, FL, 32803
- Plan Type: 401(k)
- Total Participants: 101
- Total Assets: $19.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 101 | $19.8M | $160,419 | $435,761 |
| 2023 | 99 | $19.8M | $718,459 | $478,500 |
| 2022 | 108 | $18.1M | $690,926 | $396,668 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SAS ASSURANCE | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $108,257 | $13,898 | $3,095 | — | — |
| 2023 | $96,218 | $11,666 | $3,060 | — | — |
| 2022 | $92,571 | — | — | — | — |