2023 Form 5500 filing — Stearns Weaver Miller Weissler Alhadeff & Sitterson, 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 20241010121549NAL0020956449001) for Stearns Weaver Miller Weissler Alhadeff & Sitterson, P.A. 401(K) Plan, reported by Stearns Weaver Miller Weissler Alhadeff & Sitterson, P.A. under EIN 59-2126062 and plan number 002. It reports 373 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010121549NAL0020956449001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stearns Weaver Miller Weissler Alhadeff & Sitterson, P.A.
- EIN
- 59-2126062
- Plan number
- 002
- Location
- Miami, FL
- Participants
- 373
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $124,609,001
- Total liabilities (EOY)
- $3,047,026
- Net assets (EOY)
- $121,561,975
- Employer contributions
- $2,509,085
- Participant contributions
- $3,694,101
- Total income / additions
- $28,346,506
- Benefits paid
- $3,567,119
- Administrative expenses
- $161,302
- Total expenses
- $3,728,421
- Net increase / (decrease)
- $24,618,085
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ingham & Company | NONE | $131,985 | $1,404 |
| National Financial Service | NONE | $23,907 | not reported in the loaded dataset |
| Reliance Trust Co. | NONE | $5,267 | not reported in the loaded dataset |