2023 Form 5500 filing — Challenge Enterprises Of North Florida, Inc. 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 20250710091403NAL0005373105001) for Challenge Enterprises Of North Florida, Inc. Retirement Plan, reported by Challenge Enterprises Of North Florida, Inc. under EIN 59-1478621 and plan number 001. It reports 313 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250710091403NAL0005373105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Challenge Enterprises Of North Florida, Inc.
- EIN
- 59-1478621
- Plan number
- 001
- Location
- Green Cove Springs, FL
- Participants
- 313
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,817,678
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,817,678
- Employer contributions
- $67,416
- Participant contributions
- $125,676
- Total income / additions
- $583,800
- Benefits paid
- $711,040
- Administrative expenses
- $20,012
- Total expenses
- $731,333
- Net increase / (decrease)
- -$147,533
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORD KEEPER | $9,495 | $0 |
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | $9,098 | not reported in the loaded dataset |
| First Party Administrator | CONTRACT ADMIN | $925 | $910 |
| Empower Advisory Group, LLC | INVESTMENT MGMT. | $174 | not reported in the loaded dataset |