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CENTRAL FLORIDA ENDOCRINE & DIABETES CONSULTANTS, P.A. PROFIT SHARING AND 401(K) PLAN 401k Plan overview

Plan NameCENTRAL FLORIDA ENDOCRINE & DIABETES CONSULTANTS, P.A. PROFIT SHARING AND 401(K) PLAN
Plan identification number 001

CENTRAL FLORIDA ENDOCRINE & DIABETES CONSULTANTS, P.A. PROFIT SHARING AND 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CENTRAL FLORIDA ENDOCRINE & DI has sponsored the creation of one or more 401k plans.

Company Name:CENTRAL FLORIDA ENDOCRINE & DI
Employer identification number (EIN):593179132
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRAL FLORIDA ENDOCRINE & DIABETES CONSULTANTS, P.A. PROFIT SHARING AND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ERISA FIDUCIARY SERVICES, INC.2024-05-23
0012022-01-01ERISA FIDUCIARY SERVICES2023-04-07
0012021-01-01ERISSA FIDUCIARY SERVICES INC2022-05-23
0012020-01-01ERISA FIDUCIARY SERVICES2021-04-01
0012019-01-01ERISA FIDUCIARY SERVICES2020-04-09
0012018-01-01ERISA FIDUCIARY SERVICES, INC2019-04-05
0012018-01-01ERISA FIDUCIARY SERVICES, INC2019-03-28
0012017-01-01CARLOS PACHECO2018-07-24
0012016-01-01CARLOS PACHECO2017-06-13 CARLOS PACHECO2017-06-13
0012015-01-01CARLOS PACHECO2016-04-28 CARLOS PACHECO2016-04-28
0012014-01-01CARLOS PACHECO2015-04-27 CARLOS PACHECO2015-04-27
0012013-01-01CARLOS A. PACHECO2014-07-16 CARLOS A. PACHECO2014-07-16
0012012-01-01CARLOS PACHECO2013-04-29 CARLOS PACHECO2013-04-29
0012011-01-01CARLOS PACHECO2012-02-28 CARLOS PACHECO2012-02-28
0012010-01-01CARLOS PACHECO2011-05-10 CARLOS PACHECO2011-05-10

Plan Statistics for CENTRAL FLORIDA ENDOCRINE & DIABETES CONSULTANTS, P.A. PROFIT SHARING AND 401(K) PLAN

401k plan membership statisitcs for CENTRAL FLORIDA ENDOCRINE & DIABETES CONSULTANTS, P.A. PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2025: CENTRAL FLORIDA ENDOCRINE & DIABETES CONSULTANTS, P.A. PROFIT SHARING AND 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-01-1425
Total number of particpants at end of year2025-01-140
Number of Participants With Account Balances2025-01-140
2024: CENTRAL FLORIDA ENDOCRINE & DIABETES CONSULTANTS, P.A. PROFIT SHARING AND 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-2332
Total number of particpants at end of year2024-05-2325
Number of Participants With Account Balances2024-05-2325

Financial Data on CENTRAL FLORIDA ENDOCRINE & DIABETES CONSULTANTS, P.A. PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2025 : CENTRAL FLORIDA ENDOCRINE & DIABETES CONSULTANTS, P.A. PROFIT SHARING AND 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-01-140
Total liabilities as of the end of the plan year2025-01-140
Total liabilities as of the beginning of the plan year2025-01-140
Total expenses incurred by plan in this plan year2025-01-144722624
Net assets as of the end of the plan year2025-01-140
Total assets as of the beginning of the plan year2025-01-144799560
Value of plan covered by a fidelity bond2025-01-14479956
Participant contributions to plan in this plan year2025-01-146256
Other expenses paid from plan in this plan year2025-01-140
Other contributions to plan in this plan year2025-01-140
Other income to plan in this plan year2025-01-14-87018
Plan net income in this plan year2025-01-14-4799560
Net assets as of the end of the plan year2025-01-140
Net assets as of the beginning of the plan year2025-01-144799560
Employer contributions to plan in this plan year2025-01-143826
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-146270
2024 : CENTRAL FLORIDA ENDOCRINE & DIABETES CONSULTANTS, P.A. PROFIT SHARING AND 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-230
Total liabilities as of the end of the plan year2024-05-230
Total liabilities as of the beginning of the plan year2024-05-230
Total expenses incurred by plan in this plan year2024-05-231031700
Net assets as of the end of the plan year2024-05-234799560
Total assets as of the beginning of the plan year2024-05-234984094
Value of plan covered by a fidelity bond2024-05-23498409
Participant contributions to plan in this plan year2024-05-23180146
Value of participant loans at end of plan year2024-05-23132722
Other expenses paid from plan in this plan year2024-05-230
Other contributions to plan in this plan year2024-05-230
Other income to plan in this plan year2024-05-23595852
Plan net income in this plan year2024-05-23-184534
Net assets as of the end of the plan year2024-05-234799560
Net assets as of the beginning of the plan year2024-05-234984094
Employer contributions to plan in this plan year2024-05-2371168
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-2330379

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