2023 Form 5500 filing — Special Olympics Florida, Inc. 401(K) Retirement 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 20240909142030NAL0002415987001) for Special Olympics Florida, Inc. 401(K) Retirement Plan, reported by Special Olympics Florida, Inc. under EIN 23-7181560 and plan number 004. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909142030NAL0002415987001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Special Olympics Florida, Inc.
- EIN
- 23-7181560
- Plan number
- 004
- Location
- Clermont, FL
- Participants
- 149
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,130,740
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,130,740
- Employer contributions
- $341,530
- Participant contributions
- $293,251
- Total income / additions
- $1,297,558
- Benefits paid
- $254,419
- Administrative expenses
- $29,673
- Total expenses
- $284,092
- Net increase / (decrease)
- $1,013,466
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James & Assoc | RIA AND IA | $17,192 | not reported in the loaded dataset |
| John Hancock Usa | RECORDKEEPER | $500 | not reported in the loaded dataset |