2023 Form 5500 filing — Peace River Center For Personal Development, Inc. 401(K) 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 20240724151006NAL0012879761001) for Peace River Center For Personal Development, Inc. 401(K) Plan, reported by Peace River Center For Personal Development, Inc. under EIN 59-0818924 and plan number 004. It reports 861 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724151006NAL0012879761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peace River Center For Personal Development, Inc.
- EIN
- 59-0818924
- Plan number
- 004
- Location
- Bartow, FL
- Participants
- 861
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,454,857
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,454,857
- Employer contributions
- $341,027
- Participant contributions
- $947,733
- Total income / additions
- $3,603,654
- Benefits paid
- $808,258
- Administrative expenses
- $104,166
- Total expenses
- $918,987
- Net increase / (decrease)
- $2,684,667
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Chas P Smith & Associates Pa Cpas | ADVISOR | $60,841 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $43,325 | $0 |