North Florida Surgeons 401(k) match, vesting and fees
What North Florida Surgeons' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Assurance Dimensions (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| North Florida Surgeons: employer contribution per participant | $4,186 | |
| Peer median | $1,358 |
| North Florida Surgeons: average balance | $79,317 | |
| Peer median | $44,442 |
| North Florida Surgeons: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.21% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $55.2M at the end of plan year 2021 to $86.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,157 | $86.9M | $4.6M | $4,186 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 897 | $69.7M | $3.6M | $4,051 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 719 | $52M | $2.9M | $4,118 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 622 | $55.2M | $2.7M | $4,294 | 0.07% | Not published | Form 5500 ↗ |
Other North Florida Surgeons plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
North Florida Surgeons, P.A. Cash Balance Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does North Florida Surgeons match 401(k) contributions?
The match terms for the North Florida Surgeons, P.A. Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $4.6M in employer contributions, about $4,186 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the North Florida Surgeons 401(k) match vested?
The vesting schedule for the North Florida Surgeons, P.A. Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the North Florida Surgeons 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is North Florida Surgeons, P.A..
I left North Florida Surgeons. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (North Florida Surgeons, P.A., (904) 396-1725) or the recordkeeper, Empower Annuity Insurance Company O. The North Florida Surgeons old 401(k) page lists the contacts from every plan filing. Find an old North Florida Surgeons 401(k)
Data from the public Form 5500 annual reports North Florida Surgeons filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with North Florida Surgeons. Not financial advice. Report a correction · Methodology