Daiquiris/Fat Tuesday Retirement Savings Plan — Form 5500 plan (Briggs Management LLC)
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, Daiquiris/Fat Tuesday Retirement Savings Plan is a benefit plan reported by Briggs Management LLC under EIN 72-1312765 and plan number 001. The latest loaded filing year is 2023. The filing reports 321 participants and $10,631,514 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Briggs Management LLC
- EIN
- 72-1312765
- Plan number
- 001
- Plan type
- 2
- Location
- Coral Gables, FL
- Latest filing year
- 2023
- Participants
- 321
- End-of-year plan assets
- $10,631,514
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 321 | H, C | 20241014135013NAL0013397731001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,631,514
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,631,514
- Net assets (BOY)
- $11,360,933
Income & contributions
- Employer contributions
- $159,357
- Participant contributions
- $486,814
- Total contributions
- $646,171
- Total income / additions
- $2,441,177
Expenses & distributions
- Benefits paid
- $3,105,246
- Administrative expenses
- $43,696
- Total expenses
- $3,170,596
- Net increase / (decrease)
- -$729,419
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $39,507 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,542 | not reported in the loaded dataset | 2023 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $647 | not reported in the loaded dataset | 2023 |
| J Smith Lanier A Marsh Mclennan Age | INVESTMENT ADVISOR | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Briggs Management LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Coral Gables, FL
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Pensionmark Financial Group LLC — Schedule C compensation
- J Smith Lanier A Marsh Mclennan Age — Schedule C compensation