2023 Form 5500 filing — Summit Broadband 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 20241002105500NAL0008176001001) for Summit Broadband 401(K) Plan, reported by Orlando Telephone Company Inc. Dba Summit Broadband under EIN 59-3439599 and plan number 002. It reports 258 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)$9.8MReported net assets$9,834,706
Participants258
Provider compensation$2.1K2 Schedule C row(s)$2,082
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002105500NAL0008176001001
Plan sponsor
Orlando Telephone Company Inc. Dba Summit Broadband
EIN
59-3439599
Plan number
002
Location
Orlando, 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.

Reported balance (end of year)$9.8M total assets
Net assets$9.8MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$64K
Benefits paid / distributions$59.7K
Contributions
Employer$132.5K
Participant$212.6K
Full reported line items
Total assets (EOY)
$9,834,706
Total liabilities (EOY)
$0
Net assets (EOY)
$9,834,706
Employer contributions
$132,470
Participant contributions
$212,627
Total income / additions
$1,204,683
Benefits paid
$59,725
Administrative expenses
$2,310
Total expenses
$64,050
Net increase / (decrease)
$1,140,633
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $2K
  2. 2
    RECORDKEEPER · Direct $105 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002105500NAL0008176001001 cover?
It is the 2023 Form 5500 filing for Summit Broadband 401(K) Plan, reported by Orlando Telephone Company Inc. Dba Summit Broadband (EIN 59-3439599).
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