Landmark 401(K) Plan — Form 5500 plan (Landmark Holdings Of Florida, 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, Landmark 401(K) Plan is a benefit plan reported by Landmark Holdings Of Florida, LLC under EIN 20-2091217 and plan number 001. The latest loaded filing year is 2023. The filing reports 783 participants and $6,244,313 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Landmark Holdings Of Florida, LLC
- EIN
- 20-2091217
- Plan number
- 001
- Plan type
- 2
- Location
- Naples, FL
- Latest filing year
- 2023
- Participants
- 783
- End-of-year plan assets
- $6,244,313
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 783 | H, C | 20250430143837NAL0001990865001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,244,313
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,244,313
- Net assets (BOY)
- $5,831,117
Income & contributions
- Employer contributions
- $59,824
- Participant contributions
- $673,079
- Total contributions
- $746,727
- Total income / additions
- $1,633,805
Expenses & distributions
- Benefits paid
- $1,214,234
- Administrative expenses
- $6,375
- Total expenses
- $1,220,609
- Net increase / (decrease)
- $413,196
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bates & Company | CONTRACT ADMIN | $5,825 | $3,039 | 2023 |
| Seaside National Bank & Trust | OTHER SERVICE S | $5,776 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $2,150 | $0 | 2023 |
| Bates & Company Inc. | CONTRACT ADMINISTRATOR | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co Of | RECORDKEEPER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Seaside National Bank And Trust Inc | INVESTMENT ADVISOR | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Landmark Holdings Of Florida, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Naples, FL
- Bates & Company — Schedule C compensation
- Seaside National Bank & Trust — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Bates & Company Inc. — Schedule C compensation
- Empower Annuity Insurance Co Of — Schedule C compensation
- Seaside National Bank And Trust Inc — Schedule C compensation