The Most Worshipful Grand Lodge F & Am Of Florida Employee Plan And Trust — Form 5500 plan (The Most Worshipful Grand Lodge Of F & Am Of Florida)
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, The Most Worshipful Grand Lodge F & Am Of Florida Employee Plan And Trust is a benefit plan reported by The Most Worshipful Grand Lodge Of F & Am Of Florida under EIN 59-0369358 and plan number 001. The latest loaded filing year is 2023. The filing reports 119 participants and $2,223,208 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Most Worshipful Grand Lodge Of F & Am Of Florida
- EIN
- 59-0369358
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 119
- End-of-year plan assets
- $2,223,208
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 119 | H, C | 20241015111223NAL0048988496001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,223,208
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,223,208
- Net assets (BOY)
- $1,939,331
Income & contributions
- Employer contributions
- $107,478
- Participant contributions
- $69,450
- Total contributions
- $176,928
- Total income / additions
- $470,966
Expenses & distributions
- Benefits paid
- $184,955
- Administrative expenses
- $2,134
- Total expenses
- $187,089
- Net increase / (decrease)
- $283,877
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Usa | RECORDKEEPER | $616 | $10,634 | 2023 |
| Millennium Investment | RIA | $747 | not reported in the loaded dataset | 2023 |
| Northstar Fiduciary Partners | RIA | $71 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Most Worshipful Grand Lodge Of F & Am Of Florida
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- John Hancock Usa — Schedule C compensation
- Millennium Investment — Schedule C compensation
- Northstar Fiduciary Partners — Schedule C compensation