2023 Form 5500 filing — Private Client Group Pep
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240401174947NAL0014156736001) for Private Client Group Pep, reported by Slavic Integrated Administration In under EIN 65-0608221 and plan number 015. It reports 57 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$170.6KReported net assets$170,590
Participants57
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240401174947NAL0014156736001
- Plan sponsor
- Slavic Integrated Administration In
- EIN
- 65-0608221
- Plan number
- 015
- Location
- Boca Raton, FL
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$170.6K total assets
Net assets$170.6KLiabilities—
Full reported line items
- Total assets (EOY)
- $170,590
- Net assets (EOY)
- $170,590
- Participant contributions
- $90,443
- Total income / additions
- $113,957
- Benefits paid
- $117,317
- Administrative expenses
- $2,168
- Total expenses
- $119,990
- Net increase / (decrease)
- -$6,033