2023 Form 5500 filing — Farah And Farah, P.A. 401(K) 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 20241024091121NAL0000901841001) for Farah And Farah, P.A. 401(K) Savings Plan, reported by Farah & Farah, P.A. under EIN 59-2596163 and plan number 001. It reports 424 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241024091121NAL0000901841001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Farah & Farah, P.A.
- EIN
- 59-2596163
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 424
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,829,237
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,829,237
- Employer contributions
- $790,895
- Participant contributions
- $1,593,451
- Total income / additions
- $5,190,517
- Benefits paid
- $779,181
- Administrative expenses
- $15,015
- Total expenses
- $794,196
- Net increase / (decrease)
- $4,396,321
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jw Cole Advisors Inc | INVESTMENT ADVISOR | $54,745 | not reported in the loaded dataset |
| Bdo Usa, Llp | CONTRACT ADMIN | $22,047 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,623 | not reported in the loaded dataset |