2023 Form 5500 filing — The Gasparilla Inn, Inc. 401k 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 20250709130024NAL0008117184001) for The Gasparilla Inn, Inc. 401k Plan, reported by The Gasparilla Inn, Inc. under EIN 59-0940303 and plan number 001. It reports 374 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250709130024NAL0008117184001
Filing year
2023
Form type
2
Plan sponsor
The Gasparilla Inn, Inc.
EIN
59-0940303
Plan number
001
Location
Boca Grande, FL
Participants
374
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$11,701,902
Total liabilities (EOY)
$30
Net assets (EOY)
$11,701,872
Employer contributions
$760,639
Participant contributions
$1,181,193
Total income / additions
$4,180,155
Benefits paid
$597,747
Administrative expenses
$67,050
Total expenses
$664,797
Net increase / (decrease)
$3,515,358
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Merrill LynchRIA$28,305$0
John Hancock Ins Co (Usa)RECORDKEEPER$3,490$4,711
Florida Retirement ConsultantsTPA$3,210not reported in the loaded dataset

Related Form 5500 pages