Florida College, Inc. Retirement Plan & Trust — Form 5500 plan (Florida College, 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, Florida College, Inc. Retirement Plan & Trust is a benefit plan reported by Florida College, Inc. under EIN 59-0737882 and plan number 002. The latest loaded filing year is 2023. The filing reports 200 participants and $8,799,817 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Florida College, Inc.
EIN
59-0737882
Plan number
002
Plan type
2
Location
Temple Terrace, FL
Latest filing year
2023
Participants
200
End-of-year plan assets
$8,799,817

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023200H, C20250430085850NAL0001040419001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,799,817
Total liabilities (EOY)
$0
Net assets (EOY)
$8,799,817
Net assets (BOY)
$7,182,688

Income & contributions

Employer contributions
$167,884
Participant contributions
$524,688
Total contributions
$714,145
Total income / additions
$2,032,855

Expenses & distributions

Benefits paid
$407,680
Administrative expenses
$8,046
Total expenses
$415,726
Net increase / (decrease)
$1,617,129

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Retirement & BenefitNONE$5,736not reported in the loaded dataset2023
Ascensus LLCNONE$2,310$02023

Related Form 5500 pages