Central Florida Investments, Inc. 401(K) Savings And Retirement Plan — Form 5500 plan (Central Florida Investments, 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, Central Florida Investments, Inc. 401(K) Savings And Retirement Plan is a benefit plan reported by Central Florida Investments, Inc. under EIN 59-1454503 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,751 participants and $161,664,074 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Central Florida Investments, Inc.
- EIN
- 59-1454503
- Plan number
- 001
- Plan type
- 2
- Location
- Orlando, FL
- Latest filing year
- 2023
- Participants
- 7,751
- End-of-year plan assets
- $161,664,074
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,751 | H, C | 20241014093051NAL0026913185001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $161,664,074
- Net assets (EOY)
- $161,664,074
- Net assets (BOY)
- $126,690,504
Income & contributions
- Employer contributions
- $10,785,091
- Participant contributions
- $16,591,306
- Total contributions
- $27,892,149
- Total income / additions
- $51,026,476
Expenses & distributions
- Benefits paid
- $15,297,417
- Administrative expenses
- $730,298
- Total expenses
- $16,052,906
- Net increase / (decrease)
- $34,973,570
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $647,222 | $0 | 2023 |
| Regions Bank Dba Regions Trust | CONSULTANT | $52,500 | not reported in the loaded dataset | 2023 |
| Withum, Smith & Brown, Pc | AUDITOR | $30,576 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Central Florida Investments, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Orlando, FL
- Transamerica Retirement Solutions — Schedule C compensation
- Regions Bank Dba Regions Trust — Schedule C compensation
- Withum, Smith & Brown, Pc — Schedule C compensation
- National Financial Services — Schedule C compensation