2023 Form 5500 filing — Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.A. Employees' Savings 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 20250207140720NAL0013905137001) for Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.A. Employees' Savings Trust, reported by Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.A under EIN 59-1759654 and plan number 002. It reports 305 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Filing snapshot
- EFAST2 acknowledgement
- 20250207140720NAL0013905137001
- Plan sponsor
- Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.A
- EIN
- 59-1759654
- Plan number
- 002
- Location
- Orlando, FL
- Received date
- not reported in the loaded dataset
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Full reported line items
- Total assets (EOY)
- $39,194,452
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,194,452
- Employer contributions
- $384,147
- Participant contributions
- $1,263,737
- Total income / additions
- $8,103,837
- Benefits paid
- $2,604,780
- Administrative expenses
- $130,455
- Total expenses
- $2,735,235
- Net increase / (decrease)
- $5,368,602
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1
- 2
- 3
- 4
- 5