Lighthouse Central Florida, Inc. Retirement Savings Plan — Form 5500 plan (Lighthouse Central Florida, 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, Lighthouse Central Florida, Inc. Retirement Savings Plan is a benefit plan reported by Lighthouse Central Florida, Inc. under EIN 59-2418228 and plan number 001. The latest loaded filing year is 2023. The filing reports 651 participants and $3,488,608 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lighthouse Central Florida, Inc.
- EIN
- 59-2418228
- Plan number
- 001
- Plan type
- 2
- Location
- Orlando, FL
- Latest filing year
- 2023
- Participants
- 651
- End-of-year plan assets
- $3,488,608
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 651 | H, C | 20251107110013NAL0000278707001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,488,608
- Total liabilities (EOY)
- $932
- Net assets (EOY)
- $3,487,676
- Net assets (BOY)
- $2,887,469
Income & contributions
- Employer contributions
- $216,082
- Participant contributions
- $469,169
- Total contributions
- $700,023
- Total income / additions
- $1,453,259
Expenses & distributions
- Benefits paid
- $735,689
- Administrative expenses
- $117,363
- Total expenses
- $853,052
- Net increase / (decrease)
- $600,207
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Carpenter Morse Group | CONTRACT ADMIN | $50,327 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $31,478 | $0 | 2023 |
| Larson Allen Llp | AUDITOR | $18,165 | not reported in the loaded dataset | 2023 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $15,321 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | INVESTMENT MANAGEMENT | $2,072 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lighthouse Central Florida, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Orlando, FL
- Carpenter Morse Group — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Larson Allen Llp — Schedule C compensation
- Kestra Advisory Services LLC — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation