Profit Sharing And 401(K) Plan For Employees Of Carlton Fields — Form 5500 plan (Carlton Fields, 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, Profit Sharing And 401(K) Plan For Employees Of Carlton Fields is a benefit plan reported by Carlton Fields, P.A. under EIN 59-1233896 and plan number 002. The latest loaded filing year is 2023. The filing reports 942 participants and $293,508,702 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carlton Fields, P.A.
- EIN
- 59-1233896
- Plan number
- 002
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 942
- End-of-year plan assets
- $293,508,702
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 942 | H, C | 20250429082614NAL0000176275001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $293,508,702
- Net assets (EOY)
- $293,508,702
- Net assets (BOY)
- $278,669,529
Income & contributions
- Participant contributions
- $9,186,694
- Total contributions
- $10,222,857
- Total income / additions
- $42,211,654
Expenses & distributions
- Benefits paid
- $27,199,751
- Administrative expenses
- $172,730
- Total expenses
- $27,372,481
- Net increase / (decrease)
- $14,839,173
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $96,603 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | NONE | $32,000 | not reported in the loaded dataset | 2023 |
| Bks Financial Investments LLC | NONE | $32,000 | not reported in the loaded dataset | 2023 |
| Assurance Dimensions | NONE | $11,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carlton Fields, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Bks Financial Investments LLC — Schedule C compensation
- Assurance Dimensions — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation