# West Florida Medical Associates, P.A. DB Plan
Source: https://planprovider.pro/companies/west-florida-medical-associates-p-a-plan-003

> West Florida Medical Associates, P.A.'s DB plan: 81 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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