Farr Retirement Plan — Form 5500 plan (Farr, Farr, Emerich, Hackett, Carr, And Holmes, 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, Farr Retirement Plan is a benefit plan reported by Farr, Farr, Emerich, Hackett, Carr, And Holmes, P.A. under EIN 59-2499343 and plan number 002. The latest loaded filing year is 2023. The filing reports 65 participants and $20,766,330 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Farr, Farr, Emerich, Hackett, Carr, And Holmes, P.A.
- EIN
- 59-2499343
- Plan number
- 002
- Plan type
- 2
- Location
- Punta Gorda, FL
- Latest filing year
- 2023
- Participants
- 65
- End-of-year plan assets
- $20,766,330
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 65 | I | 20241014143939NAL0026436017001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $20,766,330
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,766,330
- Net assets (BOY)
- $20,714,277
Income & contributions
- Employer contributions
- $686,665
- Participant contributions
- $371,584
- Total income / additions
- $3,445,870
Expenses & distributions
- Benefits paid
- $3,262,678
- Administrative expenses
- $125,417
- Total expenses
- $3,393,817
- Net increase / (decrease)
- $52,053
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.