How many benefit plans does Carlton Fields, P.A. report on Form 5500?

Carlton Fields, P.A. (EIN 59-1233896) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Carlton Fields, P.A.?

The Employer Identification Number (EIN) reported for Carlton Fields, P.A. is 59-1233896.

What is the latest Form 5500 filing year for Carlton Fields, P.A.?

The latest loaded Form 5500 filing year for Carlton Fields, P.A. is 2023.

Carlton Fields, P.A. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Carlton Fields, P.A. (EIN 59-1233896) is a plan sponsor located in Tampa, FL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 59-1233896
Location: Tampa, FL
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $293,508,702
Total reported net assets (EOY): $293,508,702

Contributions & income

Participant contributions: $9,186,694
Total income / additions: $42,211,654

Expenses & distributions

Benefits paid / distributions: $27,199,751
Total expenses: $27,372,481
Net increase / (decrease): $14,839,173

Coverage

Total reported participants: 1,554
Plans with financial statements: 1
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Carlton Fields, P.A. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Profit Sharing And 401(K) Plan For Employees Of Carlton Fields	002	942	$293,508,702	2023
Carlton Fields, P.A. Welfare Benefits Plan	503	612	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Carlton Fields, P.A.
Year	Plan	Participants	Schedules	Filing
2023	Carlton Fields, P.A. Welfare Benefits Plan	612	C	20250106103844NAL0016047618001
2023	Profit Sharing And 401(K) Plan For Employees Of Carlton Fields	942	H, C	20250429082614NAL0000176275001