2023 Form 5500 filing — The Most Worshipful Grand Lodge F & Am Of Florida Employee Plan And 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 20241015111223NAL0048988496001) for The Most Worshipful Grand Lodge F & Am Of Florida Employee Plan And Trust, reported by The Most Worshipful Grand Lodge Of F & Am Of Florida under EIN 59-0369358 and plan number 001. It reports 119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111223NAL0048988496001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Most Worshipful Grand Lodge Of F & Am Of Florida
- EIN
- 59-0369358
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 119
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,223,208
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,223,208
- Employer contributions
- $107,478
- Participant contributions
- $69,450
- Total income / additions
- $470,966
- Benefits paid
- $184,955
- Administrative expenses
- $2,134
- Total expenses
- $187,089
- Net increase / (decrease)
- $283,877
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Usa | RECORDKEEPER | $616 | $10,634 |
| Millennium Investment | RIA | $747 | not reported in the loaded dataset |
| Northstar Fiduciary Partners | RIA | $71 | not reported in the loaded dataset |