Lotspeich Co. Of Florida, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Lotspeich Co. Of Florida, Inc.)

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, Lotspeich Co. Of Florida, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Lotspeich Co. Of Florida, Inc. under EIN 59-1171393 and plan number 001. The latest loaded filing year is 2023. The filing reports 214 participants and $22,570,244 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lotspeich Co. Of Florida, Inc.
EIN
59-1171393
Plan number
001
Plan type
2
Location
Fort Lauderdale, FL
Latest filing year
2023
Participants
214
End-of-year plan assets
$22,570,244

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023214H, C20241015091617NAL0047160560003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,570,244
Total liabilities (EOY)
$0
Net assets (EOY)
$22,570,244
Net assets (BOY)
$19,759,905

Income & contributions

Employer contributions
$454,999
Participant contributions
$850,198
Total contributions
$1,952,048
Total income / additions
$4,576,385

Expenses & distributions

Benefits paid
$1,677,485
Administrative expenses
$84,463
Total expenses
$1,766,046
Net increase / (decrease)
$2,810,339

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wilshire Associates Inc (Usa)RIA$3,991$02023
John Hancock UsaRECORDKEEPER$2,894$02023

Related Form 5500 pages