Levin Papantonio Et. Al. Pa 401(K) Profit Sharing Plan — Form 5500 plan (Levin Papantonio Rafferty Proctor Buchanan O'Brien Barr & Mougey, Pa)
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, Levin Papantonio Et. Al. Pa 401(K) Profit Sharing Plan is a benefit plan reported by Levin Papantonio Rafferty Proctor Buchanan O'Brien Barr & Mougey, Pa under EIN 59-1266412 and plan number 002. The latest loaded filing year is 2023. The filing reports 247 participants and $30,660,794 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Levin Papantonio Rafferty Proctor Buchanan O'Brien Barr & Mougey, Pa
- EIN
- 59-1266412
- Plan number
- 002
- Plan type
- 2
- Location
- Pensacola, FL
- Latest filing year
- 2023
- Participants
- 247
- End-of-year plan assets
- $30,660,794
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 247 | H, C | 20241011113529NAL0010869891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,660,794
- Total liabilities (EOY)
- $84,313
- Net assets (EOY)
- $30,576,481
- Net assets (BOY)
- $25,256,275
Income & contributions
- Employer contributions
- $1,000,310
- Participant contributions
- $1,025,749
- Total contributions
- $2,175,062
- Total income / additions
- $6,064,616
Expenses & distributions
- Benefits paid
- $624,735
- Administrative expenses
- $119,675
- Total expenses
- $744,410
- Net increase / (decrease)
- $5,320,206
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Pension Center Of Florida, Inc. | NONE | $11,410 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Co.Usa | NONE | $4,020 | not reported in the loaded dataset | 2023 |
| Triad Insurance Inc | NONE | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Levin Papantonio Rafferty Proctor Buchanan O'Brien Barr & Mougey, Pa
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pensacola, FL
- The Pension Center Of Florida, Inc. — Schedule C compensation
- John Hancock Life Insurance Co.Usa — Schedule C compensation
- Triad Insurance Inc — Schedule C compensation