Plan Snapshot
- Plan Sponsor: West Florida Medical Associates, P.A.
- Sponsor EIN: 593411454
- Sponsor Address: 3404 N. LECANTO HIGHWAY, SUITE C, BEVERLY HILLS, FL, 34465
- Plan Type: DB
- Total Participants: 81
- Total Assets: $9.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 81 | $9.2M | $209,051 | $0 |
| 2023 | 97 | $8.5M | $1.2M | $0 |
| 2022 | 98 | $6.6M | $280,870 | $0 |
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 |
|---|---|---|---|---|
| COLEMAN AND ASSOCIATES | 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 | $73,947 | $1,000 | — | — | — |
| 2023 | $102,488 | $8,000 | — | — | — |
| 2022 | $48,336 | $1,000 | — | — | — |