2023 Form 5500 filing — Becker & Poliakoff, P.A. 401(K) Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240809153950NAL0011274672001) for Becker & Poliakoff, P.A. 401(K) Profit Sharing Plan, reported by Becker & Poliakoff, P.A. under EIN 59-1640708 and plan number 001. It reports 377 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240809153950NAL0011274672001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Becker & Poliakoff, P.A.
- EIN
- 59-1640708
- Plan number
- 001
- Location
- Fort Lauderdale, FL
- Participants
- 377
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,991,406
- Net assets (EOY)
- $46,991,406
- Employer contributions
- $404,595
- Participant contributions
- $2,387,689
- Total income / additions
- $10,317,061
- Benefits paid
- $2,442,519
- Administrative expenses
- $99,772
- Total expenses
- $2,542,291
- Net increase / (decrease)
- $7,774,770
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annunity Insurance Company | CONTRACT ADMINISTRATOR | not reported in the loaded dataset | not reported in the loaded dataset |
| Definiti | THIRD PARTY ADMINISTRATOR | not reported in the loaded dataset | not reported in the loaded dataset |
| Templeton | ACCOUNTANT | not reported in the loaded dataset | not reported in the loaded dataset |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | not reported in the loaded dataset | not reported in the loaded dataset |