2023 Form 5500 filing — Kma Sunbelt Trading Corporation Retirement Savings
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 20240812152933NAL0009502737001) for Kma Sunbelt Trading Corporation Retirement Savings, reported by Kma Sunbelt Trading Corporation under EIN 59-2305075 and plan number 003. It reports 230 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812152933NAL0009502737001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kma Sunbelt Trading Corporation
- EIN
- 59-2305075
- Plan number
- 003
- Location
- Clearwater, FL
- Participants
- 230
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,795,701
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,795,701
- Employer contributions
- $123,345
- Participant contributions
- $615,962
- Total income / additions
- $1,592,674
- Benefits paid
- $226,219
- Administrative expenses
- $57,395
- Total expenses
- $286,284
- Net increase / (decrease)
- $1,306,390
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $47,395 | $0 |
| Pensionmark Financial Group LLC | SERVICE PROVIDER | $0 | $29,994 |
| Prida, Guida & Perez, P.A | ACCOUNTANT | $10,000 | $0 |