2023 Form 5500 filing — Citrus World, Inc. 401(K) Retirement 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 20250325115817NAL0010153747001) for Citrus World, Inc. 401(K) Retirement Plan, reported by Citrus World, Inc. under EIN 59-0245940 and plan number 333. It reports 835 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250325115817NAL0010153747001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Citrus World, Inc.
- EIN
- 59-0245940
- Plan number
- 333
- Location
- Lake Wales, FL
- Participants
- 835
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $79,501,968
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,501,968
- Employer contributions
- $1,082,607
- Participant contributions
- $3,979,600
- Total income / additions
- $17,174,720
- Benefits paid
- $10,465,776
- Administrative expenses
- $281,193
- Total expenses
- $10,746,969
- Net increase / (decrease)
- $6,427,751
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | ADVISOR | $178,935 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $101,058 | $0 |