Original filing (PDF)20240212095810NAL0023677843001

FLORIDA MEDICAL CLINIC, LLC

Name: FLORIDA MEDICAL CLINIC, LLC — FLORIDA MEDICAL CLINIC, LLC 401(K) PLAN AND TRUST, Form 5500 (2022)
Creator: FLORIDA MEDICAL CLINIC, LLC

Form 5500

FILING_RECEIVED

FLORIDA MEDICAL CLINIC, LLC 401(K) PLAN AND TRUST

401(k) retirement plan

Signals · 1

Late filing · 2.9 mo

Active participants

1,796

Accounts w/ balance

2,362

Plan assets (EOY)

$228.7M

Net assets (EOY)

$228.7M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 2.9 months past the 10.5-month grace window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FLORIDA MEDICAL CLINIC, LLC.

Plan sponsor

Name

FLORIDA MEDICAL CLINIC, LLC

EIN

59-3156212

Address

38135 MARKET SQUARE · ZEPHYRHILLS, FL · 33542

Phone

(813) 780-8774

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2024-02-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$98K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$38K	—
BKS FINANCIAL INVESTMENTS LLC

Investments

1 pooled fund· $18.1M(8% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.