2023 Form 5500 filing — Bush Ross, P.A. 401(K) Profit Sharing 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 20241224103152NAL0010290737001) for Bush Ross, P.A. 401(K) Profit Sharing Plan, reported by Bush Ross, P.A. under EIN 59-2753805 and plan number 003. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$33.4MReported net assets$33,417,496

Participants144

Provider compensation$59.5K4 Schedule C row(s)$59,543

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241224103152NAL0010290737001
Plan sponsor: Bush Ross, P.A.
EIN: 59-2753805
Plan number: 003
Location: Tampa, FL
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$33.4M total assets

Net assets$33.4MLiabilities$0

Money in vs. money out

Total income / additions$6.9M

Total expenses$1.3M

Benefits paid / distributions$1.3M

Contributions

Employer$787.4K

Participant$1.2M

Full reported line items

Total assets (EOY): $33,417,496
Total liabilities (EOY): $0
Net assets (EOY): $33,417,496
Employer contributions: $787,406
Participant contributions: $1,158,209
Total income / additions: $6,881,920
Benefits paid: $1,342,031
Administrative expenses: $3,277
Total expenses: $1,345,308
Net increase / (decrease): $5,536,612

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Ubs Financial Services Inc.$45.4K
INVESTMENT ADVISOR · Direct $0 · Indirect $45.4K
2
Retirement Solutions Specialists$13.2K
THIRD PARTY ADMINISTRATO · Direct $0 · Indirect $13.2K
3
Voya Retirement Insurance And Annui$464
SERVICE PROVIDER · Direct $464 · Indirect $0
4
Morningstar Investment Management$464
INVESTMENT ADVISORY · Direct $464

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241224103152NAL0010290737001 cover?: It is the 2023 Form 5500 filing for Bush Ross, P.A. 401(K) Profit Sharing Plan, reported by Bush Ross, P.A. (EIN 59-2753805).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).