2023 Form 5500 filing — Detwilers Retirement Savings 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 20240920123431NAL0007475265001) for Detwilers Retirement Savings Plan, reported by Detwilers Operations Inc. under EIN 47-2740643 and plan number 001. It reports 440 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920123431NAL0007475265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Detwilers Operations Inc.
- EIN
- 47-2740643
- Plan number
- 001
- Location
- Sarasota, FL
- Participants
- 440
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,059,457
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,059,457
- Employer contributions
- $403,777
- Participant contributions
- $656,863
- Total income / additions
- $1,985,718
- Benefits paid
- $307,548
- Administrative expenses
- $35,179
- Total expenses
- $342,727
- Net increase / (decrease)
- $1,642,991
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Svcs | RETAINED BY PLAN SPONSOR | $20,723 | $0 |
| Power Financial Partners | RETAINED BY PLAN SPONSOR | $9,049 | not reported in the loaded dataset |
| Northwestern Mutual Wealth Mgt | RETAINED BY PLAN SPONSOR | $5,407 | not reported in the loaded dataset |