2023 Form 5500 filing — Cuhaci & Peterson Architects, Engineers, Planners, Inc. 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 20251007073519NAL0004278769001) for Cuhaci & Peterson Architects, Engineers, Planners, Inc. 401(K) Plan, reported by Cuhaci & Peterson Architects, Engineers, Planners, Inc. under EIN 59-3546788 and plan number 001. It reports 334 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251007073519NAL0004278769001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cuhaci & Peterson Architects, Engineers, Planners, Inc.
- EIN
- 59-3546788
- Plan number
- 001
- Location
- Orlando, FL
- Participants
- 334
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,513,720
- Net assets (EOY)
- $9,513,720
- Employer contributions
- $433,081
- Participant contributions
- $1,016,433
- Total income / additions
- $2,836,607
- Benefits paid
- $823,189
- Administrative expenses
- $33,366
- Total expenses
- $866,968
- Net increase / (decrease)
- $1,969,639
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Martin, Martin, Randall & Associate | TPA | $0 | $4,047 |
| Morningstar | INVESTMENT ADVISORY | $536 | $681 |
| Voya Retirement Insurance And Annui | RECORDKEEPER | not reported in the loaded dataset | $536 |
| Lpl Financial Corportation | INVESTMENT ADVISORY | not reported in the loaded dataset | not reported in the loaded dataset |