Stearns Weaver Miller Weissler Alhadeff & Sitterson, P.A. 401(K) Plan — Form 5500 plan (Stearns Weaver Miller Weissler Alhadeff & Sitterson, P.A.)
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, Stearns Weaver Miller Weissler Alhadeff & Sitterson, P.A. 401(K) Plan is a benefit plan reported by Stearns Weaver Miller Weissler Alhadeff & Sitterson, P.A. under EIN 59-2126062 and plan number 002. The latest loaded filing year is 2023. The filing reports 373 participants and $124,609,001 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stearns Weaver Miller Weissler Alhadeff & Sitterson, P.A.
- EIN
- 59-2126062
- Plan number
- 002
- Plan type
- 2
- Location
- Miami, FL
- Latest filing year
- 2023
- Participants
- 373
- End-of-year plan assets
- $124,609,001
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 373 | H, C | 20241010121549NAL0020956449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $124,609,001
- Total liabilities (EOY)
- $3,047,026
- Net assets (EOY)
- $121,561,975
- Net assets (BOY)
- $96,082,911
Income & contributions
- Employer contributions
- $2,509,085
- Participant contributions
- $3,694,101
- Total contributions
- $7,130,684
- Total income / additions
- $28,346,506
Expenses & distributions
- Benefits paid
- $3,567,119
- Administrative expenses
- $161,302
- Total expenses
- $3,728,421
- Net increase / (decrease)
- $24,618,085
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ingham & Company | NONE | $131,985 | $1,404 | 2023 |
| National Financial Service | NONE | $23,907 | not reported in the loaded dataset | 2023 |
| Reliance Trust Co. | NONE | $5,267 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stearns Weaver Miller Weissler Alhadeff & Sitterson, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Miami, FL
- Ingham & Company — Schedule C compensation
- National Financial Service — Schedule C compensation
- Reliance Trust Co. — Schedule C compensation