2023 Form 5500 filing — Gold Coast Eagle Distributing Employees Savings 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 20241025133516NAL0000227105001) for Gold Coast Eagle Distributing Employees Savings Plan, reported by Gold Coast Eagle Distributing, Llp under EIN 65-0710195 and plan number 001. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241025133516NAL0000227105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gold Coast Eagle Distributing, Llp
- EIN
- 65-0710195
- Plan number
- 001
- Location
- Lakewood Ranch, FL
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,454,836
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,454,836
- Employer contributions
- $356,194
- Participant contributions
- $260,139
- Total income / additions
- $1,347,861
- Benefits paid
- $579,355
- Administrative expenses
- $3,854
- Total expenses
- $583,209
- Net increase / (decrease)
- $764,652
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kb Pension Services Inc | TPA | $2,340 | $2,920 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $900 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $674 | not reported in the loaded dataset |