Miami Heat Limited Partnership 401(K) Retirement Plan — Form 5500 plan (Miami Heat Limited Partnership)
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, Miami Heat Limited Partnership 401(K) Retirement Plan is a benefit plan reported by Miami Heat Limited Partnership under EIN 59-2814942 and plan number 001. The latest loaded filing year is 2023. The filing reports 522 participants and $50,132,791 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Miami Heat Limited Partnership
- EIN
- 59-2814942
- Plan number
- 001
- Plan type
- 2
- Location
- Miami, FL
- Latest filing year
- 2023
- Participants
- 522
- End-of-year plan assets
- $50,132,791
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 522 | H, C | 20241010170918NAL0036531872002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,132,791
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,132,791
- Net assets (BOY)
- $41,031,676
Income & contributions
- Employer contributions
- $736,214
- Participant contributions
- $2,642,292
- Total contributions
- $3,487,129
- Total income / additions
- $11,297,638
Expenses & distributions
- Benefits paid
- $1,972,573
- Administrative expenses
- $195,484
- Total expenses
- $2,196,523
- Net increase / (decrease)
- $9,101,115
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Capital Financial Advisors | INVESTMENT ADVISOR | $93,199 | $0 | 2023 |
| Triad Hybrid Solutions, LLC | INVESTMENT ADVISOR | $19,312 | $0 | 2023 |
| Definiti, LLC | THIRD PARTY ADMINISTRATOR | $7,950 | $0 | 2023 |
| John Hancock Usa | RECORDKEEPER | $2,058 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Miami Heat Limited Partnership
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Miami, FL
- United Capital Financial Advisors — Schedule C compensation
- Triad Hybrid Solutions, LLC — Schedule C compensation
- Definiti, LLC — Schedule C compensation
- John Hancock Usa — Schedule C compensation