Plan5500

2023 Form 5500 filing — 401(K) Plan For Employees Of Howard F & C Management Group, LLC

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 20250408084438NAL0027631152001) for 401(K) Plan For Employees Of Howard F & C Management Group, LLC, reported by Howard F&C Management Group, LLC under EIN 88-2707206 and plan number 001. It reports 371 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250408084438NAL0027631152001
Filing year
2023
Form type
2
Plan sponsor
Howard F&C Management Group, LLC
EIN
88-2707206
Plan number
001
Location
Orlando, FL
Participants
371
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$12,639,799
Net assets (EOY)
$12,639,799
Employer contributions
$626,024
Participant contributions
$1,147,561
Total income / additions
$3,459,830
Benefits paid
$1,060,888
Administrative expenses
$92,503
Total expenses
$1,190,312
Net increase / (decrease)
$2,269,518
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Bates & Company IncCONTRACT ADMIN$31,031$0
Empower Advisory Group, LLCRECORDKEEPER$21,817$0
Empower Advisory GroupRECORD KEEPER$3,283$0
Global Retirement Partners, LLCOTHER$1not reported in the loaded dataset
Bates & CompanyCONTRACT ADMINnot reported in the loaded datasetnot reported in the loaded dataset
Global Retirement Partners LLCINVESTMENT ADVISORnot reported in the loaded datasetnot reported in the loaded dataset
Empower Annuity Insurance CompanyRECORDKEEPERnot reported in the loaded datasetnot reported in the loaded dataset

Related Form 5500 pages