2023 Form 5500 filing — Tripp Scott, P.A. 401(K) 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 20240923154908NAL0020800304001) for Tripp Scott, P.A. 401(K) Plan, reported by Tripp Scott, P.A. under EIN 59-2624630 and plan number 002. It reports 122 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923154908NAL0020800304001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tripp Scott, P.A.
- EIN
- 59-2624630
- Plan number
- 002
- Location
- Ft Lauderdale, FL
- Participants
- 122
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,202,508
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,202,508
- Employer contributions
- $1,358,217
- Participant contributions
- $1,237,178
- Total income / additions
- $9,722,327
- Benefits paid
- $3,071,706
- Administrative expenses
- $10,894
- Total expenses
- $3,082,600
- Net increase / (decrease)
- $6,639,727
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiduciaryfirst LLC | OTHER | $88,073 | not reported in the loaded dataset |
| Ameritas Investment Company LLC | OTHER | $60,050 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORD KEEPER | $12,070 | $0 |