Case Pearlman Retirement Plan Advis — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Case Pearlman Retirement Plan Advis is reported as a service provider on 6 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $103,364 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $103,364
- Reported indirect compensation
- $0
- Total reported compensation
- $103,364
- Filings
- 6
- Plan sponsors
- 6
- Plans
- 6
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Ocean Reef Club, Inc. | FL | 1 | $40,000 |
| The Canterbury School, Inc. | FL | 1 | $25,543 |
| Community School Of Naples | FL | 1 | $14,645 |
| Crowther Roofing And Sheet Metal Of Florida, Inc. | FL | 1 | $11,768 |
| Johnson Engineering, Inc. | FL | 1 | $8,979 |
| The Club Management Association Of America | VA | 1 | $2,429 |
State footprint
Plans reporting Case Pearlman Retirement Plan Advis are sponsored in FL (5), VA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Ocean Reef Club, Inc. | Ocean Reef Club Employee Savings And Retirement Plan | 2023 | $40,000 | not reported in the loaded dataset |
| The Canterbury School, Inc. | Canterbury School, Inc. 403(B) Retirement Plan | 2023 | $25,543 | not reported in the loaded dataset |
| Community School Of Naples | Community School Of Naples Dc Retirement Plan | 2023 | $14,645 | not reported in the loaded dataset |
| Crowther Roofing And Sheet Metal Of Florida, Inc. | Crowther Roofing Company, Inc., 401(K) Profit Sharing Plan And Trust | 2023 | $11,768 | $0 |
| Johnson Engineering, Inc. | Johnson Engineering, Inc. Employee 401(K) Profit Sharing Plan | 2023 | $8,979 | not reported in the loaded dataset |
| The Club Management Association Of America | Club Retirement Plan | 2023 | $2,429 | not reported in the loaded dataset |
Related Form 5500 pages
- Ocean Reef Club Employee Savings And Retirement Plan (plan 001)
- Ocean Reef Club, Inc. — all reported plans
- Canterbury School, Inc. 403(B) Retirement Plan (plan 001)
- The Canterbury School, Inc. — all reported plans
- Community School Of Naples Dc Retirement Plan (plan 001)
- Community School Of Naples — all reported plans
- Crowther Roofing Company, Inc., 401(K) Profit Sharing Plan And Trust (plan 001)
- Crowther Roofing And Sheet Metal Of Florida, Inc. — all reported plans
- Johnson Engineering, Inc. Employee 401(K) Profit Sharing Plan (plan 001)
- Johnson Engineering, Inc. — all reported plans
- Club Retirement Plan (plan 003)
- The Club Management Association Of America — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources