2023 Form 5500 filing — Lighthouse Central Florida, Inc. Retirement Savings 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 20251107110013NAL0000278707001) for Lighthouse Central Florida, Inc. Retirement Savings Plan, reported by Lighthouse Central Florida, Inc. under EIN 59-2418228 and plan number 001. It reports 651 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251107110013NAL0000278707001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lighthouse Central Florida, Inc.
- EIN
- 59-2418228
- Plan number
- 001
- Location
- Orlando, FL
- Participants
- 651
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,488,608
- Total liabilities (EOY)
- $932
- Net assets (EOY)
- $3,487,676
- Employer contributions
- $216,082
- Participant contributions
- $469,169
- Total income / additions
- $1,453,259
- Benefits paid
- $735,689
- Administrative expenses
- $117,363
- Total expenses
- $853,052
- Net increase / (decrease)
- $600,207
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Carpenter Morse Group | CONTRACT ADMIN | $50,327 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $31,478 | $0 |
| Larson Allen Llp | AUDITOR | $18,165 | not reported in the loaded dataset |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $15,321 | not reported in the loaded dataset |
| Empower Advisory Group LLC | INVESTMENT MANAGEMENT | $2,072 | not reported in the loaded dataset |