401(K) Plan For Employees Of Howard F & C Management Group, LLC — Form 5500 plan (Howard F&C Management Group, 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, 401(K) Plan For Employees Of Howard F & C Management Group, LLC is a benefit plan reported by Howard F&C Management Group, LLC under EIN 88-2707206 and plan number 001. The latest loaded filing year is 2023. The filing reports 371 participants and $12,639,799 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Howard F&C Management Group, LLC
- EIN
- 88-2707206
- Plan number
- 001
- Plan type
- 2
- Location
- Orlando, FL
- Latest filing year
- 2023
- Participants
- 371
- End-of-year plan assets
- $12,639,799
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 371 | H, C | 20250408084438NAL0027631152001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,639,799
- Net assets (EOY)
- $12,639,799
- Net assets (BOY)
- $10,370,281
Income & contributions
- Employer contributions
- $626,024
- Participant contributions
- $1,147,561
- Total contributions
- $1,773,585
- Total income / additions
- $3,459,830
Expenses & distributions
- Benefits paid
- $1,060,888
- Administrative expenses
- $92,503
- Total expenses
- $1,190,312
- Net increase / (decrease)
- $2,269,518
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bates & Company Inc | CONTRACT ADMIN | $31,031 | $0 | 2023 |
| Empower Advisory Group, LLC | RECORDKEEPER | $21,817 | $0 | 2023 |
| Empower Advisory Group | RECORD KEEPER | $3,283 | $0 | 2023 |
| Global Retirement Partners, LLC | OTHER | $1 | not reported in the loaded dataset | 2023 |
| Bates & Company | CONTRACT ADMIN | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Howard F&C Management Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Orlando, FL
- Bates & Company Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Advisory Group — Schedule C compensation
- Global Retirement Partners, LLC — Schedule C compensation
- Bates & Company — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation