Bonita Springs, 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, Bonita Springs, FL has 38 loaded benefit plan(s) reported by 27 plan sponsor(s), with $615,602,088 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 38
- Plan sponsors
- 27
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $615,602,088
- Total reported liabilities (EOY)
- $643,042
- Total reported net assets (EOY)
- $614,959,046
Contributions & income
- Employer contributions
- $24,312,339
- Participant contributions
- $36,912,298
- Total income / additions
- $151,064,733
Expenses & distributions
- Benefits paid / distributions
- $33,204,225
- Total expenses
- $37,502,350
- Net increase / (decrease)
- $113,562,383
Coverage
- Total reported participants
- 38,097
- Plans with financial statements
- 25
- Plans with provider compensation
- 12
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bonita Springs, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Herc Rentals Income Savings Plan | Herc Rentals, Inc. | $400,137,452 | 2023 |
| Herc Rentals Pension Plan | Herc Rentals Inc. | $121,008,087 | 2023 |
| Sunshine Ace Hardware, Inc. 401(K) Profit Sharing Plan And Trust | Sunshine Ace Hardware, Inc. | $17,617,994 | 2023 |
| Shaw Development, LLC 401(K) Profit Sharing Plan | Shaw Development, LLC | $16,882,276 | 2023 |
| Bonita Springs Utilities, Inc. 401(K) Profit Sharing Plan | Bonita Springs Utilities, Inc. | $14,159,153 | 2023 |
| Bonita Bay Club 401(K) Plan | Bonita Bay Club, Inc. | $14,002,452 | 2023 |
| Cm Management, Inc. 401(K) Plan | Cm Management, Inc. | $10,542,220 | 2023 |
| Data Search Ny Inc. 401(K) Plan | Data Search Ny Inc. Dba Trakamerica | $6,723,812 | 2023 |
| Csi Global Vcard 401k Profit Sharing Plan | Csi Enterprises Inc | $4,968,074 | 2023 |
| Fetch Veterinary Group LLC 401(K) Profit Sharing Plan & Trust | Fetch Veterinary Group LLC | $2,756,330 | 2023 |
| Robert J King Jr Defined Benefit Pension Plan | Robert J King Jr Defined Benefit Pension Plan | $2,027,585 | 2023 |
| Gulf Coast Crunch, Inc 401(K) Plan | Gulf Coast Crunch, Inc | $1,171,380 | 2023 |
| Davis Family Swim School Inc. Retirement Plan | Davis Family Swim School Inc | $850,175 | 2023 |
| Peninsula Investments, Inc 401(K) Profit Sharing Plan & Trust | Peninsula Investments Inc | $607,632 | 2023 |
| Greenfingers Home Services Inc. Retirement Plan | Greenfingers Home Services Inc. | $584,187 | 2023 |
| Florida Empire Holdings, Inc. Retirement Plan | Florida Empire Holdings, Inc. | $512,572 | 2023 |
| Resource Conservation Properti 401(K) Profit Sharing Plan & Trust | Resource Conservation Properti | $382,480 | 2023 |
| Archforward Partners, Inc. 401(K) Profit Sharing Plan | Archforward Partners, Inc. | $280,289 | 2023 |
| Gbms Of S. W. Fl, Inc. Employee Stock Ownership Plan | Gulf Breeze Management Services Of S. W. Fl, Inc. | $254,448 | 2023 |
| Palmco Holdings, Inc. 401(K) Plan | Palmco Holdings, Inc. | $106,658 | 2023 |
| Pepper Management Group, Inc. 401(K) Plan | Pepper Management Group, Inc. | $14,048 | 2023 |
| U-Topia Enterprises, Inc. 401(K) Plan | U-Topia Enterprises, Inc. | $12,042 | 2023 |
| Castle Healthcare Services, Inc. Retirement Plan | Castle Healthcare Services, Inc. | $702 | 2023 |
| Shadow Wood Country Club, Inc Group Medical Plan | Shadow Wood Country Club, Inc | $40 | 2023 |
| W Derose Company Retirement Plan | W Derose Company | $0 | 2023 |
Largest plans in Bonita Springs → · Bonita Springs plans by participants → · Bonita Springs plans with financial data → · Bonita Springs plans with provider compensation → · $1B+ plans in Bonita Springs →
Related Form 5500 pages
- All FL Form 5500 filings
- Herc Rentals Income Savings Plan (plan 003)
- Herc Rentals, Inc. — all reported plans
- Herc Rentals Pension Plan (plan 001)
- Sunshine Ace Hardware, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Sunshine Ace Hardware, Inc. — all reported plans
- Shaw Development, LLC 401(K) Profit Sharing Plan (plan 001)
- Shaw Development, LLC — all reported plans
- Bonita Springs Utilities, Inc. 401(K) Profit Sharing Plan (plan 001)
- Bonita Springs Utilities, Inc. — all reported plans
- Bonita Bay Club 401(K) Plan (plan 001)
- Bonita Bay Club, Inc. — all reported plans
- Cm Management, Inc. 401(K) Plan (plan 002)
- Cm Management, Inc. — all reported plans
- Data Search Ny Inc. 401(K) Plan (plan 001)
- Data Search Ny Inc. Dba Trakamerica — all reported plans
- Csi Global Vcard 401k Profit Sharing Plan (plan 001)
- Csi Enterprises Inc — all reported plans
- Fetch Veterinary Group LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Fetch Veterinary Group LLC — all reported plans
- Robert J King Jr Defined Benefit Pension Plan (plan 001)
- Robert J King Jr Defined Benefit Pension Plan — all reported plans
- Gulf Coast Crunch, Inc 401(K) Plan (plan 001)
- Gulf Coast Crunch, Inc — all reported plans
- Davis Family Swim School Inc. Retirement Plan (plan 001)
- Davis Family Swim School Inc — all reported plans
- Peninsula Investments, Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Peninsula Investments Inc — all reported plans
- Greenfingers Home Services Inc. Retirement Plan (plan 001)
- Greenfingers Home Services Inc. — all reported plans
- Methodology
- Data sources