Brooksville, 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, Brooksville, FL has 19 loaded benefit plan(s) reported by 16 plan sponsor(s), with $44,644,103 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 19
- Plan sponsors
- 16
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $44,644,103
- Total reported liabilities (EOY)
- $5,272
- Total reported net assets (EOY)
- $46,341,796
Contributions & income
- Employer contributions
- $1,685,204
- Participant contributions
- $2,399,560
- Total income / additions
- $9,854,027
Expenses & distributions
- Benefits paid / distributions
- $3,911,263
- Total expenses
- $4,110,700
- Net increase / (decrease)
- $5,743,327
Coverage
- Total reported participants
- 3,339
- Plans with financial statements
- 13
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Brooksville, 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 |
|---|---|---|---|
| Micro Matic Usa, Inc. Retirement Savings Plan | Micro Matic Usa, Inc. | $16,970,807 | 2023 |
| Mid Florida Community Services, Inc. 403(B) | Mid Florida Community Services, Inc. 403(B) Thrift Plan | $9,731,899 | 2023 |
| Oglethorpe, Inc. 401(K) Plan | Oglethorpe, Inc. | $5,146,851 | 2023 |
| Cdn Golf Management Inc. 401(K) Plan | Cdn Golf Management Inc. | $4,322,754 | 2023 |
| Walter J Szydlowski Jr Md Pa 401(K) Profit Sharing Plan | Walter J Szydlowski Jr Md Pa | $2,437,133 | 2023 |
| Advanced Imaging Concepts, P.L. 401(K) Plan | Advanced Imaging Concepts, P.L. | $2,081,332 | 2023 |
| Composite Modules, Inc. Retirement Plan | Composite Modules, Inc. | $1,952,645 | 2023 |
| Delamere Industries, Inc. 401(K) Plan | Delamere Industries, Inc. | $1,078,584 | 2023 |
| Jmar Holdings | James Mastro & Associates | $620,820 | 2023 |
| American Gun & Pawn, Inc. Profit Sharing Plan | American Gun & Pawn, Inc. | $151,886 | 2023 |
| Central Florida Professional Services, Inc. 401(K) Plan | Central Florida Professional Services, Inc. | $75,298 | 2023 |
| Tams Fitness, Inc. 401(K) Plan | Tams Fitness, Inc. | $48,863 | 2023 |
| Tater Creek Holdings Incorporated 401(K) Plan | Tater Creek Holdings Incorporated | $25,231 | 2023 |
| Composite Motors, Inc. Welfare Benefits Plan | Composite Motors, Inc. | not reported in the loaded dataset | 2023 |
| Micro Matic Usa, Inc. Health And Welfare Plan | Micro Matic Usa, Inc. | not reported in the loaded dataset | 2023 |
| Interconnect Cable Technologies Corporation Welfare Benefits Plan | Interconnect Cable Technologies Corporation | not reported in the loaded dataset | 2023 |
| Oglethorpe, Inc. Welfare Benefit Plan | Oglethorpe, Inc. | not reported in the loaded dataset | 2023 |
| Lre Foundation Repair, LLC Welfare Benefits Plan | Lre Foundation Repair LLC | not reported in the loaded dataset | 2023 |
| Mid Florida Community Services | Mid Florida Community Services | not reported in the loaded dataset | 2023 |
Largest plans in Brooksville → · Brooksville plans by participants → · Brooksville plans with financial data → · Brooksville plans with provider compensation → · $1B+ plans in Brooksville →
Related Form 5500 pages
- All FL Form 5500 filings
- Micro Matic Usa, Inc. Retirement Savings Plan (plan 001)
- Micro Matic Usa, Inc. — all reported plans
- Mid Florida Community Services, Inc. 403(B) (plan 001)
- Mid Florida Community Services, Inc. 403(B) Thrift Plan — all reported plans
- Oglethorpe, Inc. 401(K) Plan (plan 001)
- Oglethorpe, Inc. — all reported plans
- Cdn Golf Management Inc. 401(K) Plan (plan 001)
- Cdn Golf Management Inc. — all reported plans
- Walter J Szydlowski Jr Md Pa 401(K) Profit Sharing Plan (plan 001)
- Walter J Szydlowski Jr Md Pa — all reported plans
- Advanced Imaging Concepts, P.L. 401(K) Plan (plan 001)
- Advanced Imaging Concepts, P.L. — all reported plans
- Composite Modules, Inc. Retirement Plan (plan 001)
- Composite Modules, Inc. — all reported plans
- Delamere Industries, Inc. 401(K) Plan (plan 001)
- Delamere Industries, Inc. — all reported plans
- Jmar Holdings (plan 002)
- James Mastro & Associates — all reported plans
- American Gun & Pawn, Inc. Profit Sharing Plan (plan 001)
- American Gun & Pawn, Inc. — all reported plans
- Central Florida Professional Services, Inc. 401(K) Plan (plan 001)
- Central Florida Professional Services, Inc. — all reported plans
- Tams Fitness, Inc. 401(K) Plan (plan 001)
- Tams Fitness, Inc. — all reported plans
- Tater Creek Holdings Incorporated 401(K) Plan (plan 001)
- Tater Creek Holdings Incorporated — all reported plans
- Composite Motors, Inc. Welfare Benefits Plan (plan 501)
- Composite Motors, Inc. — all reported plans
- Micro Matic Usa, Inc. Health And Welfare Plan (plan 501)
- Methodology
- Data sources