Special Olympics Florida, Inc. 401(K) Retirement Plan — Form 5500 plan (Special Olympics Florida, 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, Special Olympics Florida, Inc. 401(K) Retirement Plan is a benefit plan reported by Special Olympics Florida, Inc. under EIN 23-7181560 and plan number 004. The latest loaded filing year is 2023. The filing reports 149 participants and $5,130,740 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Special Olympics Florida, Inc.
EIN
23-7181560
Plan number
004
Plan type
2
Location
Clermont, FL
Latest filing year
2023
Participants
149
End-of-year plan assets
$5,130,740

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023149H, C20240909142030NAL0002415987001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,130,740
Total liabilities (EOY)
$0
Net assets (EOY)
$5,130,740
Net assets (BOY)
$4,117,274

Income & contributions

Employer contributions
$341,530
Participant contributions
$293,251
Total contributions
$657,339
Total income / additions
$1,297,558

Expenses & distributions

Benefits paid
$254,419
Administrative expenses
$29,673
Total expenses
$284,092
Net increase / (decrease)
$1,013,466

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James & AssocRIA AND IA$17,192not reported in the loaded dataset2023
John Hancock UsaRECORDKEEPER$500not reported in the loaded dataset2023

Related Form 5500 pages