2023 Form 5500 filing — Florida Pritikin Center 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 20241015172441NAL0030483857001) for Florida Pritikin Center 401(K) Plan, reported by Florida Pritikin Center, LLC under EIN 20-0038118 and plan number 001. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015172441NAL0030483857001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Florida Pritikin Center, LLC
- EIN
- 20-0038118
- Plan number
- 001
- Location
- Doral, FL
- Participants
- 147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,049,336
- Net assets (EOY)
- $5,049,336
- Employer contributions
- $259,855
- Participant contributions
- $600,703
- Total income / additions
- $1,837,635
- Benefits paid
- $540,263
- Administrative expenses
- $18,272
- Total expenses
- $558,535
- Net increase / (decrease)
- $1,279,100
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fischer Investemnts | not reported in the loaded dataset | $15,931 | $0 |
| Provenance Wealth Advisors | RIA | $3,865 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $2,063 | $0 |