2023 Form 5500 filing — Palm Bay International, Inc. 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 20241015191304NAL0049503024001) for Palm Bay International, Inc. 401(K) Plan, reported by Palm Bay International, Inc. under EIN 59-1833544 and plan number 002. It reports 458 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015191304NAL0049503024001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Palm Bay International, Inc.
- EIN
- 59-1833544
- Plan number
- 002
- Location
- Port Washington, NY
- Participants
- 458
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,096,961
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,096,961
- Employer contributions
- $628,751
- Participant contributions
- $2,355,964
- Total income / additions
- $9,129,938
- Benefits paid
- $2,927,476
- Administrative expenses
- $32,400
- Total expenses
- $2,964,809
- Net increase / (decrease)
- $6,165,129
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Berdon Llp | ACCOUNTANT | $22,000 | not reported in the loaded dataset |
| Voya Retirement Insurance & Annuity | RECORDKEEPER | $10,400 | $0 |