La Cava, Jacobson & Goodis, P.A. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (La Cava, Jacobson & Goodis, P.A.)
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, La Cava, Jacobson & Goodis, P.A. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by La Cava, Jacobson & Goodis, P.A. under EIN 27-2360538 and plan number 001. The latest loaded filing year is 2023. The filing reports 152 participants and $9,792,675 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.8MPlan net assets, end of year$9,792,675
Participants152Covered participants reported
Assets / participant$64.4KComputed: assets ÷ participants$64,425 (computed)
Provider compensation$48.8K2 Schedule C provider row(s)$48,800
- Plan sponsor
- La Cava, Jacobson & Goodis, P.A.
- EIN
- 27-2360538
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 152 | H, C | 20241007075731NAL0027005744001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$9.8M total assets
Net assets$9.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $9,792,675
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,792,675
- Net assets (BOY)
- $6,929,858
Income & contributions
- Employer contributions
- $344,293
- Participant contributions
- $879,052
- Total contributions
- $2,171,689
- Total income / additions
- $3,685,613
Expenses & distributions
- Benefits paid
- $773,996
- Administrative expenses
- $48,800
- Total expenses
- $822,796
- Net increase / (decrease)
- $2,862,817
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
28%72%
Employer 28%Participant 72%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $25,860 | $0 | 2023 |
| Synovus Trust Company | INVESTMENT ADVISOR | $22,940 | not reported in the loaded dataset | 2023 |