Florida National University 401k Plan — Form 5500 plan (Florida National University, 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, Florida National University 401k Plan is a benefit plan reported by Florida National University, Inc under EIN 65-0021295 and plan number 001. The latest loaded filing year is 2023. The filing reports 366 participants and $14,138,784 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Florida National University, Inc
EIN
65-0021295
Plan number
001
Plan type
2
Location
Hialeah, FL
Latest filing year
2023
Participants
366
End-of-year plan assets
$14,138,784

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023366H, C20240726052024NAL0015549441001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,138,784
Total liabilities (EOY)
$0
Net assets (EOY)
$14,138,784
Net assets (BOY)
$11,224,329

Income & contributions

Employer contributions
$349,412
Participant contributions
$537,474
Total contributions
$895,912
Total income / additions
$3,808,318

Expenses & distributions

Benefits paid
$839,752
Administrative expenses
$53,645
Total expenses
$893,863
Net increase / (decrease)
$2,914,455

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith BarneyINVESTMENT/FINANCIAL ADVI$28,417$02023
Adp, Inc.RECORD KEEPER$25,227$02023

Related Form 5500 pages