Becker & Poliakoff, P.A. 401(K) Profit Sharing Plan — Form 5500 plan (Becker & Poliakoff, 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, Becker & Poliakoff, P.A. 401(K) Profit Sharing Plan is a benefit plan reported by Becker & Poliakoff, P.A. under EIN 59-1640708 and plan number 001. The latest loaded filing year is 2023. The filing reports 377 participants and $46,991,406 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Becker & Poliakoff, P.A.
- EIN
- 59-1640708
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Lauderdale, FL
- Latest filing year
- 2023
- Participants
- 377
- End-of-year plan assets
- $46,991,406
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 377 | H, C | 20240809153950NAL0011274672001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,991,406
- Net assets (EOY)
- $46,991,406
- Net assets (BOY)
- $39,216,636
Income & contributions
- Employer contributions
- $404,595
- Participant contributions
- $2,387,689
- Total contributions
- $3,745,564
- Total income / additions
- $10,317,061
Expenses & distributions
- Benefits paid
- $2,442,519
- Administrative expenses
- $99,772
- Total expenses
- $2,542,291
- Net increase / (decrease)
- $7,774,770
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annunity Insurance Company | CONTRACT ADMINISTRATOR | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Definiti | THIRD PARTY ADMINISTRATOR | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Templeton | ACCOUNTANT | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Becker & Poliakoff, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Lauderdale, FL
- Empower Annunity Insurance Company — Schedule C compensation
- Definiti — Schedule C compensation
- Templeton — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation