2023 Form 5500 filing — Florida Education Association 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 20241007163126NAL0015511009003) for Florida Education Association 401(K) Plan, reported by Florida Education Association under EIN 59-3685521 and plan number 001. It reports 149 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)$7.8MReported net assets$7,786,811
Participants149
Provider compensation$36.5K3 Schedule C row(s)$36,521
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007163126NAL0015511009003
Plan sponsor
Florida Education Association
EIN
59-3685521
Plan number
001
Location
Tallahassee, 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)$7.8M total assets
Net assets$7.8MLiabilities
Money in vs. money out
Total income / additions$2.2M
Total expenses$345.7K
Benefits paid / distributions$307.4K
Contributions
Employer$368.4K
Participant$819.6K
Full reported line items
Total assets (EOY)
$7,786,811
Net assets (EOY)
$7,786,811
Employer contributions
$368,448
Participant contributions
$819,575
Total income / additions
$2,224,083
Benefits paid
$307,399
Administrative expenses
$38,310
Total expenses
$345,709
Net increase / (decrease)
$1,878,374
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $13.4K
  2. 2
    ADVISOR · Direct $11.9K
  3. 3
    RECORDKEEPER · Direct $11.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007163126NAL0015511009003 cover?
It is the 2023 Form 5500 filing for Florida Education Association 401(K) Plan, reported by Florida Education Association (EIN 59-3685521).
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