2023 Form 5500 filing — Profit Sharing And 401(K) Plan For Employees Of Carlton Fields
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 20250429082614NAL0000176275001) for Profit Sharing And 401(K) Plan For Employees Of Carlton Fields, reported by Carlton Fields, P.A. under EIN 59-1233896 and plan number 002. It reports 942 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250429082614NAL0000176275001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carlton Fields, P.A.
- EIN
- 59-1233896
- Plan number
- 002
- Location
- Tampa, FL
- Participants
- 942
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $293,508,702
- Net assets (EOY)
- $293,508,702
- Participant contributions
- $9,186,694
- Total income / additions
- $42,211,654
- Benefits paid
- $27,199,751
- Administrative expenses
- $172,730
- Total expenses
- $27,372,481
- Net increase / (decrease)
- $14,839,173
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $96,603 | not reported in the loaded dataset |
| Capfinancial Partners LLC | NONE | $32,000 | not reported in the loaded dataset |
| Bks Financial Investments LLC | NONE | $32,000 | not reported in the loaded dataset |
| Assurance Dimensions | NONE | $11,000 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |