2023 Form 5500 filing — 401(K)/Profit Sharing Plan For Employees Of Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A.

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 20250411094600NAL0014025395001) for 401(K)/Profit Sharing Plan For Employees Of Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A., reported by Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A. under EIN 59-2049716 and plan number 001. It reports 131 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)$28.6MReported net assets$28,575,472

Participants131

Provider compensation$29.8K1 Schedule C row(s)$29,755

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250411094600NAL0014025395001
Plan sponsor: Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A.
EIN: 59-2049716
Plan number: 001
Location: Orlando, 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)$28.6M total assets

Net assets$28.6MLiabilities$0

Money in vs. money out

Total income / additions$6M

Total expenses$3.8M

Benefits paid / distributions$3.8M

Contributions

Employer$1.9M

Participant$1.2M

Full reported line items

Total assets (EOY): $28,575,472
Total liabilities (EOY): $0
Net assets (EOY): $28,575,472
Employer contributions: $1,917,949
Participant contributions: $1,241,716
Total income / additions: $6,005,988
Benefits paid: $3,783,189
Administrative expenses: $29,755
Total expenses: $3,830,487
Net increase / (decrease): $2,175,501

Schedule C

Reported service provider compensation

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

1
T. Rowe Price Rps, Inc.$29.8K
NONE · Direct $29.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250411094600NAL0014025395001 cover?: It is the 2023 Form 5500 filing for 401(K)/Profit Sharing Plan For Employees Of Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A., reported by Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A. (EIN 59-2049716).
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).