2023 Form 5500 filing — Landmark 401(K) 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 20250430143837NAL0001990865001) for Landmark 401(K) Plan, reported by Landmark Holdings Of Florida, LLC under EIN 20-2091217 and plan number 001. It reports 783 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250430143837NAL0001990865001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Landmark Holdings Of Florida, LLC
- EIN
- 20-2091217
- Plan number
- 001
- Location
- Naples, FL
- Participants
- 783
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,244,313
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,244,313
- Employer contributions
- $59,824
- Participant contributions
- $673,079
- Total income / additions
- $1,633,805
- Benefits paid
- $1,214,234
- Administrative expenses
- $6,375
- Total expenses
- $1,220,609
- Net increase / (decrease)
- $413,196
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bates & Company | CONTRACT ADMIN | $5,825 | $3,039 |
| Seaside National Bank & Trust | OTHER SERVICE S | $5,776 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $2,150 | $0 |
| Bates & Company Inc. | CONTRACT ADMINISTRATOR | not reported in the loaded dataset | not reported in the loaded dataset |
| Empower Annuity Insurance Co Of | RECORDKEEPER | not reported in the loaded dataset | not reported in the loaded dataset |
| Seaside National Bank And Trust Inc | INVESTMENT ADVISOR | not reported in the loaded dataset | not reported in the loaded dataset |