2023 Form 5500 filing — The Caspers Company 401(K) 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 20250912150026NAL0001400960001) for The Caspers Company 401(K) Plan, reported by Jts Enterprises Of Tampa, Limited under EIN 59-1682499 and plan number 001. It reports 769 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250912150026NAL0001400960001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jts Enterprises Of Tampa, Limited
- EIN
- 59-1682499
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 769
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,672,868
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,672,868
- Employer contributions
- $320,212
- Participant contributions
- $439,224
- Total income / additions
- $2,122,629
- Benefits paid
- $2,849,951
- Administrative expenses
- $41,461
- Total expenses
- $2,996,421
- Net increase / (decrease)
- -$873,792
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $22,145 | $0 |
| Psi Advisors LLC | INVESTMENT ADVISOR | $11,334 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,982 | not reported in the loaded dataset |
| Principal Securities Inc | BROKER/ADVISER | $0 | $7,254 |