Cape Coral, 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, Cape Coral, FL has 39 loaded benefit plan(s) reported by 37 plan sponsor(s), with $59,305,997 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 39
- Plan sponsors
- 37
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $59,305,997
- Total reported liabilities (EOY)
- $500,000
- Total reported net assets (EOY)
- $58,733,413
Contributions & income
- Employer contributions
- $2,639,200
- Participant contributions
- $3,165,633
- Total income / additions
- $10,409,269
Expenses & distributions
- Benefits paid / distributions
- $5,091,107
- Total expenses
- $5,274,240
- Net increase / (decrease)
- $5,135,029
Coverage
- Total reported participants
- 4,481
- Plans with financial statements
- 34
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Cape Coral, 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 |
|---|---|---|---|
| Power Services Group 401(K) Plan | Power Services Group, Inc. | $13,297,539 | 2023 |
| Cape Coral Emergency Physicians 401(K) Profit Sharing Plan | Cape Coral Emergency Physicians, LLC | $9,028,584 | 2023 |
| Marine Towing & Salvage Of S.W. Fl, Inc Profit Sharing Plan | Marine Towing & Salvage Of S.W. Fl, Inc | $8,758,437 | 2023 |
| Boat House 401(K) Plan And Trust | The Boat House Group | $7,319,353 | 2023 |
| Mercola Group Of Companies 401(K) Plan | Nhp Innovations, LLC | $6,168,428 | 2023 |
| Zivko Psp | Zivkovic & Associates Real Estate Services, LLC | $5,639,395 | 2023 |
| Insite Capital LLC 401(K) Profit Sharing Plan | Insite Capital LLC | $1,356,918 | 2023 |
| Caprtrans Retirement Plan | Capetrans, Inc. | $1,230,391 | 2023 |
| Water Medic Of Cape Coral Inc. Employee Stock Ownership Plan | Water Medic Of Cape Coral Inc. | $903,017 | 2023 |
| B Avery Enterprises, Inc. Retirement Plan | B Avery Enterprises, Inc. | $866,940 | 2023 |
| Compass Construction Inc 401(K) Profit Sharing Trust | Compass Construction Inc | $589,168 | 2023 |
| Faessler Power Services Corp 401k Profit Sharing Plan | Faessler Power Services Corp | $512,000 | 2023 |
| 26 Latitude, Inc. 401(K) Plan | 26 Latitude, Inc. | $495,094 | 2023 |
| Rc&B Holdings Corp. Profit Sharing Plan | Rc&B Holdings Corp. | $484,227 | 2023 |
| Gki Media Inc. Retirement Plan | Gki Media Inc. | $404,483 | 2023 |
| Glorelyn Enterprises, Inc. Profit Sharing Plan | Glorelyn Enterprises, Inc. | $374,475 | 2023 |
| Beautiful Home Concepts Inc. Retirement Plan | Beautiful Home Concepts Inc. | $328,546 | 2023 |
| Spudz, Inc. 401(K) Profit Sharing Plan | Spudz, Inc | $264,793 | 2023 |
| Buksh Corp. Retirement Plan | Buksh Corp. | $262,941 | 2023 |
| Suncoast Ventures 401k | Suncoast Ventures Corporation | $245,067 | 2023 |
| Southwest Florida Newspapers Inc Profit Sharing Plan | Southwest Florida Newspapers Inc | $140,241 | 2023 |
| City Of Palms Cleaning, Inc. Retirement Plan | City Of Palms Cleaning, Inc. | $125,780 | 2023 |
| Home Charm Solutions Inc. Retirement Plan | Home Charm Solutions Inc. | $122,614 | 2023 |
| Coral Shades, Inc. 401k Profit Sharing Plan | Coral Shades, Inc. | $119,726 | 2023 |
| Southerntier Telecommunication 401(K) Profit Sharing Plan & Trust | Southerntier Telecommunication | $72,677 | 2023 |
Largest plans in Cape Coral → · Cape Coral plans by participants → · Cape Coral plans with financial data → · Cape Coral plans with provider compensation → · $1B+ plans in Cape Coral →
Related Form 5500 pages
- All FL Form 5500 filings
- Power Services Group 401(K) Plan (plan 001)
- Power Services Group, Inc. — all reported plans
- Cape Coral Emergency Physicians 401(K) Profit Sharing Plan (plan 001)
- Cape Coral Emergency Physicians, LLC — all reported plans
- Marine Towing & Salvage Of S.W. Fl, Inc Profit Sharing Plan (plan 001)
- Marine Towing & Salvage Of S.W. Fl, Inc — all reported plans
- Boat House 401(K) Plan And Trust (plan 001)
- The Boat House Group — all reported plans
- Mercola Group Of Companies 401(K) Plan (plan 001)
- Nhp Innovations, LLC — all reported plans
- Zivko Psp (plan 001)
- Zivkovic & Associates Real Estate Services, LLC — all reported plans
- Insite Capital LLC 401(K) Profit Sharing Plan (plan 001)
- Insite Capital LLC — all reported plans
- Caprtrans Retirement Plan (plan 001)
- Capetrans, Inc. — all reported plans
- Water Medic Of Cape Coral Inc. Employee Stock Ownership Plan (plan 002)
- Water Medic Of Cape Coral Inc. — all reported plans
- B Avery Enterprises, Inc. Retirement Plan (plan 001)
- B Avery Enterprises, Inc. — all reported plans
- Compass Construction Inc 401(K) Profit Sharing Trust (plan 001)
- Compass Construction Inc — all reported plans
- Faessler Power Services Corp 401k Profit Sharing Plan (plan 002)
- Faessler Power Services Corp — all reported plans
- 26 Latitude, Inc. 401(K) Plan (plan 001)
- 26 Latitude, Inc. — all reported plans
- Rc&B Holdings Corp. Profit Sharing Plan (plan 001)
- Rc&B Holdings Corp. — all reported plans
- Gki Media Inc. Retirement Plan (plan 001)
- Gki Media Inc. — all reported plans
- Methodology
- Data sources