Florida Realtors 401(K) Plan — Form 5500 plan (Florida Realtors)
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, Florida Realtors 401(K) Plan is a benefit plan reported by Florida Realtors under EIN 59-0245475 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $28,523,830 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Florida Realtors
- EIN
- 59-0245475
- Plan number
- 001
- Plan type
- 2
- Location
- Orlando, FL
- Latest filing year
- 2023
- Participants
- 184
- End-of-year plan assets
- $28,523,830
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 184 | H, C | 20241014171543NAL0027955281001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,523,830
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,523,830
- Net assets (BOY)
- $23,031,395
Income & contributions
- Employer contributions
- $657,539
- Participant contributions
- $1,019,550
- Total contributions
- $1,861,844
- Total income / additions
- $6,247,410
Expenses & distributions
- Benefits paid
- $643,883
- Administrative expenses
- $111,092
- Total expenses
- $754,975
- Net increase / (decrease)
- $5,492,435
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement Inc | INVESTMENT ADVISOR | $110,852 | not reported in the loaded dataset | 2023 |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $240 | $0 | 2023 |