Plan5500

Farah And Farah, P.A. 401(K) Savings Plan — Form 5500 plan (Farah & Farah, 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, Farah And Farah, P.A. 401(K) Savings Plan is a benefit plan reported by Farah & Farah, P.A. under EIN 59-2596163 and plan number 001. The latest loaded filing year is 2023. The filing reports 424 participants and $18,829,237 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Farah & Farah, P.A.
EIN
59-2596163
Plan number
001
Plan type
2
Location
Jacksonville, FL
Latest filing year
2023
Participants
424
End-of-year plan assets
$18,829,237

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023424H, C20241024091121NAL0000901841001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,829,237
Total liabilities (EOY)
$0
Net assets (EOY)
$18,829,237
Net assets (BOY)
$14,432,916

Income & contributions

Employer contributions
$790,895
Participant contributions
$1,593,451
Total contributions
$2,687,297
Total income / additions
$5,190,517

Expenses & distributions

Benefits paid
$779,181
Administrative expenses
$15,015
Total expenses
$794,196
Net increase / (decrease)
$4,396,321

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jw Cole Advisors IncINVESTMENT ADVISOR$54,745not reported in the loaded dataset2023
Bdo Usa, LlpCONTRACT ADMIN$22,047not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$2,623not reported in the loaded dataset2023

Related Form 5500 pages