Plan5500

George F. Young Of Florida Inc. 401(K) Plan — Form 5500 plan (George F. Young 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, George F. Young Of Florida Inc. 401(K) Plan is a benefit plan reported by George F. Young Of Florida, Inc. under EIN 59-1746666 and plan number 002. The latest loaded filing year is 2023. The filing reports 194 participants and $9,828,048 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.8MPlan net assets, end of year$9,828,048
Participants194Covered participants reported
Assets / participant$50.7KComputed: assets ÷ participants$50,660 (computed)
Provider compensation$73.6K2 Schedule C provider row(s)$73,624
Plan sponsor
George F. Young Of Florida, Inc.
EIN
59-1746666
Plan number
002
Plan type
2
Location
St. Petersburg, FL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    194 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$9.8M total assets
Net assets$9.8MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$2.2M
Benefits paid / distributions$2.2M
Contributions
Employer$144.7K
Participant$516.3K
Full reported line items

Net assets

Total assets (EOY)
$9,828,048
Total liabilities (EOY)
$0
Net assets (EOY)
$9,828,048
Net assets (BOY)
$9,682,918

Income & contributions

Employer contributions
$144,693
Participant contributions
$516,252
Total contributions
$745,532
Total income / additions
$2,389,412

Expenses & distributions

Benefits paid
$2,184,366
Administrative expenses
$42,418
Total expenses
$2,244,282
Net increase / (decrease)
$145,130
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 22%Participant 78%
Total expenses ÷ net assets23%Computed ratio
Benefits paid ÷ total income91%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Voya Retirement Insurance & Annuity$42.4K
    RECORD KEEPER · Direct $42.4K · Indirect $0
  2. 2
    Pensionmark Financial Group LLC$31.2K
    SERVICE PROVIDER · Direct $0 · Indirect $31.2K

What to inspect next

Frequently asked questions

Who sponsors the George F. Young Of Florida Inc. 401(K) Plan?
George F. Young Of Florida Inc. 401(K) Plan is reported as sponsored by George F. Young Of Florida, Inc. (EIN 59-1746666, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for George F. Young Of Florida Inc. 401(K) Plan?
The latest Form 5500 filing year loaded for George F. Young Of Florida Inc. 401(K) Plan is 2023.
How many participants does George F. Young Of Florida Inc. 401(K) Plan report?
George F. Young Of Florida Inc. 401(K) Plan reports 194 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for George F. Young Of Florida Inc. 401(K) Plan?
George F. Young Of Florida Inc. 401(K) Plan reports $9,828,048 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages