2023 Form 5500 filing — Frost Management Company 401(K) Profit Sharing Plan

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 20240701130823NAL0008088738001) for Frost Management Company 401(K) Profit Sharing Plan, reported by Frost Management Co., Inc. under EIN 65-0534297 and plan number 001. It reports 377 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants377
Provider compensation$57.9K2 Schedule C row(s)$57,938
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240701130823NAL0008088738001
Plan sponsor
Frost Management Co., Inc.
EIN
65-0534297
Plan number
001
Location
Lutz, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out
Total income / additions$270.6K
Total expenses$2.3M
Benefits paid / distributions$2.2M
Contributions
Employer$24.8K
Participant$67K
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$24,803
Participant contributions
$67,007
Total income / additions
$270,620
Benefits paid
$2,194,576
Administrative expenses
$56,607
Total expenses
$2,251,350
Net increase / (decrease)
-$1,980,730
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $44.4K · Indirect $1.3K
  2. 2
    NONE · Direct $12.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240701130823NAL0008088738001 cover?
It is the 2023 Form 5500 filing for Frost Management Company 401(K) Profit Sharing Plan, reported by Frost Management Co., Inc. (EIN 65-0534297).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages