2023 Form 5500 filing — Levin Papantonio Et. Al. Pa 401(K) Profit Sharing 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 20241011113529NAL0010869891001) for Levin Papantonio Et. Al. Pa 401(K) Profit Sharing Plan, reported by Levin Papantonio Rafferty Proctor Buchanan O'Brien Barr & Mougey, Pa under EIN 59-1266412 and plan number 002. It reports 247 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011113529NAL0010869891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Levin Papantonio Rafferty Proctor Buchanan O'Brien Barr & Mougey, Pa
- EIN
- 59-1266412
- Plan number
- 002
- Location
- Pensacola, FL
- Participants
- 247
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,660,794
- Total liabilities (EOY)
- $84,313
- Net assets (EOY)
- $30,576,481
- Employer contributions
- $1,000,310
- Participant contributions
- $1,025,749
- Total income / additions
- $6,064,616
- Benefits paid
- $624,735
- Administrative expenses
- $119,675
- Total expenses
- $744,410
- Net increase / (decrease)
- $5,320,206
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Pension Center Of Florida, Inc. | NONE | $11,410 | not reported in the loaded dataset |
| John Hancock Life Insurance Co.Usa | NONE | $4,020 | not reported in the loaded dataset |
| Triad Insurance Inc | NONE | $0 | not reported in the loaded dataset |