2023 Form 5500 filing — Miami Heat Limited Partnership 401(K) Retirement 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 20241010170918NAL0036531872002) for Miami Heat Limited Partnership 401(K) Retirement Plan, reported by Miami Heat Limited Partnership under EIN 59-2814942 and plan number 001. It reports 522 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010170918NAL0036531872002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Miami Heat Limited Partnership
- EIN
- 59-2814942
- Plan number
- 001
- Location
- Miami, FL
- Participants
- 522
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,132,791
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,132,791
- Employer contributions
- $736,214
- Participant contributions
- $2,642,292
- Total income / additions
- $11,297,638
- Benefits paid
- $1,972,573
- Administrative expenses
- $195,484
- Total expenses
- $2,196,523
- Net increase / (decrease)
- $9,101,115
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Capital Financial Advisors | INVESTMENT ADVISOR | $93,199 | $0 |
| Triad Hybrid Solutions, LLC | INVESTMENT ADVISOR | $19,312 | $0 |
| Definiti, LLC | THIRD PARTY ADMINISTRATOR | $7,950 | $0 |
| John Hancock Usa | RECORDKEEPER | $2,058 | $0 |