2023 Form 5500 filing — Sfmb Management, LLC Cash Balance Pension 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 20250429120011NAL0000314131001) for Sfmb Management, LLC Cash Balance Pension Plan, reported by Sfmb Management, LLC under EIN 46-4153922 and plan number 002. It reports 223 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250429120011NAL0000314131001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sfmb Management, LLC
- EIN
- 46-4153922
- Plan number
- 002
- Location
- Saint Petersburg, FL
- Participants
- 223
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,453,751
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,453,751
- Employer contributions
- $300,000
- Total income / additions
- $649,120
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $649,120
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | $7,214 | not reported in the loaded dataset |
| Alfred L Williams Ii Williams Actua | CONTRACT ADMIN | $0 | $999 |
| American Pension Services, LLC | CONTRACT ADMIN | $0 | $309 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |