Firstservice Residential 401(K) Plan — Form 5500 plan (Firstservice Residential, Inc.)
Plain-English plan 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, Firstservice Residential 401(K) Plan is a benefit plan reported by Firstservice Residential, Inc. under EIN 16-1682850 and plan number 001. The latest loaded filing year is 2023. The filing reports 18,234 participants and $276,009,648 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Firstservice Residential, Inc.
- EIN
- 16-1682850
- Plan number
- 001
- Plan type
- 2
- Location
- Dania Beach, FL
- Latest filing year
- 2023
- Participants
- 18,234
- End-of-year plan assets
- $276,009,648
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18,234 | H, C | 20240927100650NAL0003328256001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $276,009,648
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $276,009,648
- Net assets (BOY)
- $214,097,506
Income & contributions
- Employer contributions
- $7,548,881
- Participant contributions
- $28,661,277
- Total contributions
- $41,248,803
- Total income / additions
- $80,112,755
Expenses & distributions
- Benefits paid
- $23,939,120
- Administrative expenses
- $433,432
- Total expenses
- $25,289,008
- Net increase / (decrease)
- $54,823,747
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $211,032 | $0 | 2023 |
| Kaufman Rossin & Co P.A. | AUDITOR | $144,900 | not reported in the loaded dataset | 2023 |
| Mercer (Us) Inc Mercer Investments | INVESTMENT ADVISOR | $67,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Firstservice Residential, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Dania Beach, FL
- Jpmorgan Invest Holdings LLC — Schedule C compensation
- Kaufman Rossin & Co P.A. — Schedule C compensation
- Mercer (Us) Inc Mercer Investments — Schedule C compensation