Becker & Poliakoff, 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, Becker & Poliakoff, P.A. (EIN 59-1640708) is a plan sponsor located in Fort Lauderdale, FL with 1 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
59-1640708
Location
Fort Lauderdale, FL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$46,991,406
Total reported net assets (EOY)
$46,991,406

Contributions & income

Employer contributions
$404,595
Participant contributions
$2,387,689
Total income / additions
$10,317,061

Expenses & distributions

Benefits paid / distributions
$2,442,519
Total expenses
$2,542,291
Net increase / (decrease)
$7,774,770

Coverage

Total reported participants
662
Plans with financial statements
1
Plans with provider compensation
1

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

Becker & Poliakoff, P.A. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Becker & Poliakoff, P.A. 401(K) Profit Sharing Plan001377$46,991,4062023
Becker And Poliakoff Pa Employee Benefit Plan502285not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Becker & Poliakoff, P.A.
YearPlanParticipantsSchedulesFiling
2023Becker & Poliakoff, P.A. 401(K) Profit Sharing Plan377H, C20240809153950NAL0011274672001
2023Becker And Poliakoff Pa Employee Benefit Plan28520250311110958NAL0027753872001

Related Form 5500 pages