Original filing (PDF)20230502073759NAL0036790898001

FLORIDA FINANCIAL ADVISORS

Name: FLORIDA FINANCIAL ADVISORS — FLORIDA FINANCIAL ADVISORS CASH BALANCE PLAN, Form 5500 (2022)
Creator: FLORIDA FINANCIAL ADVISORS

Form 5500-SF

FILING_RECEIVED

FLORIDA FINANCIAL ADVISORS CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FLORIDA FINANCIAL ADVISORS.

Plan sponsor

Name

FLORIDA FINANCIAL ADVISORS

EIN

81-5129702all filings

Address

2330 WEST HORATIO STREET · TAMPA, FL · 33609

Phone

(617) 275-6600

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-01-06

Filed

2023-05-02

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

1H · PBGC-terminated and closed out

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

PORTLAND INTEGRITAS ADVISORS, LLC

PORTLAND INTEGRITAS ADVISORS, LLC 401(K) PLAN

ERGOTELES LLC

ERGOTELES LLC 401(K) PROFIT SHARING PLAN

GARRETT & ASSOCIATES

GARRETT & ASSOCIATES CASH BALANCE PLAN

FIDUCIARY WISE, LLC FBO GATEWAY FINANCIAL PARTNERS, LLC

GATEWAY 401K PLAN FIDUCIARY WISE, LLC

COMBANGIO, INC

COMBANGIO, INC 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.