How many Form 5500 benefit plans are loaded for Altamonte Spring, FL?

1 plan(s) reported by 1 sponsor(s) are loaded for Altamonte Spring, FL.

Altamonte Spring, FL Form 5500 retirement and benefit plan filings

City Form 5500 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, Altamonte Spring, FL has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $34,996,371 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans: 1
Plan sponsors: 1
Latest filing year: 2023

What stands out in Altamonte Spring

1 loaded plans hold $35M in reported assets across 1 sponsors.
The largest, Stonemor Retirement And Savings Plan, holds 100% of reported Altamonte Spring plan assets.
Plans cover 2,779 participants — about 2,779 per plan.
100% of loaded plans report full Schedule H/I financial statements.
100% report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$35MSummed across loaded plans$34,996,371

Total reported assets$35M$34,996,371

Total reported participants2.8K2,779

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$35M total assets

Net assets$35MLiabilities$0

Contributions & income

Employer contributions$522.7K

Participant contributions$4.1M

Total income / additions$10.2M

Expenses & distributions

Benefits paid / distributions$8.4M

Total expenses$8.8M

Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Altamonte Spring, FL plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Altamonte Spring market comparison

Largest plan share of assets100%Stonemor Retirement And Savings Plan

Participants per plan2,779Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Altamonte Spring

Bars show each plan's reported end-of-year assets relative to the largest.

1
Stonemor Retirement And Savings Plan$35M
Stonemor, Inc. · 2023

Largest plans in Altamonte Spring → · Altamonte Spring plans by participants → · Altamonte Spring plans with financial data → · Altamonte Spring plans with provider compensation → · $1B+ plans in Altamonte Spring →

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Frequently asked questions

How many Form 5500 benefit plans are loaded for Altamonte Spring, FL?: 1 plan(s) reported by 1 sponsor(s) are loaded for Altamonte Spring, FL.