2023 Form 5500 filing — Daiquiris/Fat Tuesday 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 20241014135013NAL0013397731001) for Daiquiris/Fat Tuesday Retirement Savings Plan, reported by Briggs Management LLC under EIN 72-1312765 and plan number 001. It reports 321 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014135013NAL0013397731001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Briggs Management LLC
- EIN
- 72-1312765
- Plan number
- 001
- Location
- Coral Gables, FL
- Participants
- 321
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,631,514
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,631,514
- Employer contributions
- $159,357
- Participant contributions
- $486,814
- Total income / additions
- $2,441,177
- Benefits paid
- $3,105,246
- Administrative expenses
- $43,696
- Total expenses
- $3,170,596
- Net increase / (decrease)
- -$729,419
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $39,507 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,542 | not reported in the loaded dataset |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $647 | not reported in the loaded dataset |
| J Smith Lanier A Marsh Mclennan Age | INVESTMENT ADVISOR | $0 | not reported in the loaded dataset |