Sfmb Management, LLC Cash Balance Pension Plan — Form 5500 plan (Sfmb Management, LLC)
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, Sfmb Management, LLC Cash Balance Pension Plan is a benefit plan reported by Sfmb Management, LLC under EIN 46-4153922 and plan number 002. The latest loaded filing year is 2023. The filing reports 223 participants and $3,453,751 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sfmb Management, LLC
- EIN
- 46-4153922
- Plan number
- 002
- Plan type
- 2
- Location
- Saint Petersburg, FL
- Latest filing year
- 2023
- Participants
- 223
- End-of-year plan assets
- $3,453,751
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 223 | H, C | 20250429120011NAL0000314131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,453,751
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,453,751
- Net assets (BOY)
- $2,804,631
Income & contributions
- Employer contributions
- $300,000
- Total contributions
- $300,000
- Total income / additions
- $649,120
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $649,120
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | $7,214 | not reported in the loaded dataset | 2023 |
| Alfred L Williams Ii Williams Actua | CONTRACT ADMIN | $0 | $999 | 2023 |
| American Pension Services, LLC | CONTRACT ADMIN | $0 | $309 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sfmb Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Saint Petersburg, FL
- Edward D Jones & Co Lp — Schedule C compensation
- Alfred L Williams Ii Williams Actua — Schedule C compensation
- American Pension Services, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation