2023 Form 5500 filing — Lotspeich Co. Of Florida, Inc. 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 20241015091617NAL0047160560003) for Lotspeich Co. Of Florida, Inc. 401(K) Profit Sharing Plan, reported by Lotspeich Co. Of Florida, Inc. under EIN 59-1171393 and plan number 001. It reports 214 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015091617NAL0047160560003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lotspeich Co. Of Florida, Inc.
- EIN
- 59-1171393
- Plan number
- 001
- Location
- Fort Lauderdale, FL
- Participants
- 214
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,570,244
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,570,244
- Employer contributions
- $454,999
- Participant contributions
- $850,198
- Total income / additions
- $4,576,385
- Benefits paid
- $1,677,485
- Administrative expenses
- $84,463
- Total expenses
- $1,766,046
- Net increase / (decrease)
- $2,810,339
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilshire Associates Inc (Usa) | RIA | $3,991 | $0 |
| John Hancock Usa | RECORDKEEPER | $2,894 | $0 |