2023 Form 5500 filing — Farr 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 20241014143939NAL0026436017001) for Farr Retirement Plan, reported by Farr, Farr, Emerich, Hackett, Carr, And Holmes, P.A. under EIN 59-2499343 and plan number 002. It reports 65 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241014143939NAL0026436017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Farr, Farr, Emerich, Hackett, Carr, And Holmes, P.A.
- EIN
- 59-2499343
- Plan number
- 002
- Location
- Punta Gorda, FL
- Participants
- 65
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,766,330
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,766,330
- Employer contributions
- $686,665
- Participant contributions
- $371,584
- Total income / additions
- $3,445,870
- Benefits paid
- $3,262,678
- Administrative expenses
- $125,417
- Total expenses
- $3,393,817
- Net increase / (decrease)
- $52,053
- Schedule source
- Schedule I