2023 Form 5500 filing — Holland And Knight Profit Sharing Plan & Trust
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 20241011083329NAL0022416961001) for Holland And Knight Profit Sharing Plan & Trust, reported by Holland & Knight Llp under EIN 59-0663819 and plan number 001. It reports 4,324 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011083329NAL0022416961001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Holland & Knight Llp
- EIN
- 59-0663819
- Plan number
- 001
- Location
- Brandon, FL
- Participants
- 4,324
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,770,378,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,770,378,251
- Employer contributions
- $39,640,302
- Participant contributions
- $48,310,558
- Total income / additions
- $384,198,951
- Benefits paid
- $113,207,724
- Administrative expenses
- $725,256
- Total expenses
- $113,924,213
- Net increase / (decrease)
- $270,274,738
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $237,359 | not reported in the loaded dataset |
| Brinker Capital Investments, LLC | CONSULTANT | $69,023 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $65,000 | not reported in the loaded dataset |
| Sc&H Attest Services, P.C. | ACCOUNTANT/AUDITOR | $49,250 | not reported in the loaded dataset |
| Flaharty Asset Management LLC | CONSULTANT | $21,630 | not reported in the loaded dataset |
| October Three Consulting LLC | ACTUARY | $17,000 | not reported in the loaded dataset |
| Florida Atlantic S.C | CONSULTANT | $15,534 | not reported in the loaded dataset |
| Raymond James And Assoc Inc | CONSULTANT | $5,348 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$102,144 | $0 |