2023 Form 5500 filing — Fortis Lux Advantage 401(K)
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 20240530115127NAL0013437409001) for Fortis Lux Advantage 401(K), reported by Slavic Integrated Administration Inc. under EIN 65-0608221 and plan number 009. It reports 133 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$1.1MReported net assets$1,066,229
Participants133
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240530115127NAL0013437409001
- Plan sponsor
- Slavic Integrated Administration Inc.
- EIN
- 65-0608221
- Plan number
- 009
- 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)$1.1M total assets
Net assets$1.1MLiabilities—
Full reported line items
- Total assets (EOY)
- $1,066,229
- Net assets (EOY)
- $1,066,229
- Employer contributions
- $121,246
- Participant contributions
- $507,289
- Total income / additions
- $755,022
- Benefits paid
- $42,206
- Administrative expenses
- $6,391
- Total expenses
- $92,325
- Net increase / (decrease)
- $662,697