Florida Multiemployer 401(K) Plan — Form 5500 plan (Florida Multiemployer 401(K) Plan)
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, Florida Multiemployer 401(K) Plan is a benefit plan reported by Florida Multiemployer 401(K) Plan under EIN 59-3483551 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,068 participants and $26,787,508 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Florida Multiemployer 401(K) Plan
- EIN
- 59-3483551
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 1,068
- End-of-year plan assets
- $26,787,508
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,068 | H, C | 20241011155939NAL0023168721001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,787,508
- Net assets (EOY)
- $26,787,508
- Net assets (BOY)
- $24,552,706
Income & contributions
- Employer contributions
- $138,058
- Participant contributions
- $188,336
- Total contributions
- $326,394
- Total income / additions
- $3,977,857
Expenses & distributions
- Benefits paid
- $1,497,587
- Administrative expenses
- $245,468
- Total expenses
- $1,743,055
- Net increase / (decrease)
- $2,234,802
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co. Of Am | RECORDKEEPER | $171,391 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners LLC | INV. ADVISOR | $38,061 | not reported in the loaded dataset | 2023 |
| Florida Health Administrators | ADMINISTRATOR | $24,000 | not reported in the loaded dataset | 2023 |
| Lapadula Carlson & Co. | ACCOUNTANT | $17,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Florida Multiemployer 401(K) Plan
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Empower Annuity Insurance Co. Of Am — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Florida Health Administrators — Schedule C compensation
- Lapadula Carlson & Co. — Schedule C compensation