2023 Form 5500 filing — Firstservice Residential 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 20240927100650NAL0003328256001) for Firstservice Residential 401(K) Plan, reported by Firstservice Residential, Inc. under EIN 16-1682850 and plan number 001. It reports 18,234 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927100650NAL0003328256001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Firstservice Residential, Inc.
- EIN
- 16-1682850
- Plan number
- 001
- Location
- Dania Beach, FL
- Participants
- 18,234
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $276,009,648
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $276,009,648
- Employer contributions
- $7,548,881
- Participant contributions
- $28,661,277
- Total income / additions
- $80,112,755
- Benefits paid
- $23,939,120
- Administrative expenses
- $433,432
- Total expenses
- $25,289,008
- Net increase / (decrease)
- $54,823,747
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $211,032 | $0 |
| Kaufman Rossin & Co P.A. | AUDITOR | $144,900 | not reported in the loaded dataset |
| Mercer (Us) Inc Mercer Investments | INVESTMENT ADVISOR | $67,500 | not reported in the loaded dataset |