Florida Pritikin Center 401(K) Plan — Form 5500 plan (Florida Pritikin Center, LLC)

Plain-English plan 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, Florida Pritikin Center 401(K) Plan is a benefit plan reported by Florida Pritikin Center, LLC under EIN 20-0038118 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $5,049,336 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Florida Pritikin Center, LLC
EIN
20-0038118
Plan number
001
Plan type
2
Location
Doral, FL
Latest filing year
2023
Participants
147
End-of-year plan assets
$5,049,336

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023147H, C20241015172441NAL0030483857001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,049,336
Net assets (EOY)
$5,049,336
Net assets (BOY)
$3,770,236

Income & contributions

Employer contributions
$259,855
Participant contributions
$600,703
Total contributions
$1,136,624
Total income / additions
$1,837,635

Expenses & distributions

Benefits paid
$540,263
Administrative expenses
$18,272
Total expenses
$558,535
Net increase / (decrease)
$1,279,100

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fischer Investemntsnot reported in the loaded dataset$15,931$02023
Provenance Wealth AdvisorsRIA$3,865$02023
John Hancock Life Insurance CompanyRECORDKEEPER$2,063$02023

Related Form 5500 pages