Clermont, 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, Clermont, FL has 14 loaded benefit plan(s) reported by 13 plan sponsor(s), with $11,454,307 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 14
- Plan sponsors
- 13
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $11,454,307
- Total reported liabilities (EOY)
- $17,839
- Total reported net assets (EOY)
- $11,436,468
Contributions & income
- Employer contributions
- $416,530
- Participant contributions
- $999,394
- Total income / additions
- $2,933,242
Expenses & distributions
- Benefits paid / distributions
- $705,584
- Total expenses
- $796,709
- Net increase / (decrease)
- $2,136,533
Coverage
- Total reported participants
- 2,043
- Plans with financial statements
- 10
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Clermont, 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 |
|---|---|---|---|
| Special Olympics Florida, Inc. 401(K) Retirement Plan | Special Olympics Florida, Inc. | $5,130,740 | 2023 |
| Jamo, Inc. Profit Sharing Plan | Jamo, Inc. | $3,119,820 | 2023 |
| Toyota Of Clermont 401k Plan | Clermont Motor Sales LLC | $1,704,634 | 2023 |
| Jws And Sons Inc. Retirement Plan | Jws And Sons Inc. | $1,030,927 | 2023 |
| Belair & Sons, Inc. Profit Sharing Plan | Belair & Sons, Inc. | $200,006 | 2023 |
| Select Smart, Inc. 401(K) Profit Sharing Plan | Select Smart, Inc. | $145,713 | 2023 |
| Bater Enterprise 401k | Bater Enterprise Inc. | $80,209 | 2023 |
| Jbm Family Inc. Retirement Plan | Jbm Family Inc. | $24,419 | 2023 |
| Club Exploria, LLC 401(K) Plan | Club Exploria, LLC | $17,839 | 2023 |
| Henderson Family Enterprise, Inc. 401(K) Plan | Henderson Family Enterprise, Inc. | $0 | 2023 |
| Club Exploria Employee Benefit Plan | Club Exploria, LLC | not reported in the loaded dataset | 2023 |
| Kalos Services Health Plan -1 | Kalos Services, Inc. | not reported in the loaded dataset | 2023 |
| Real Life Christian Church Of Clermont Inc. | Real Life Christian Church Of Clermont Inc. | not reported in the loaded dataset | 2023 |
| Vista Clinical Diagnostics, LLC | Vista Clinical Diagnostics, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Clermont → · Clermont plans by participants → · Clermont plans with financial data → · Clermont plans with provider compensation → · $1B+ plans in Clermont →
Related Form 5500 pages
- All FL Form 5500 filings
- Special Olympics Florida, Inc. 401(K) Retirement Plan (plan 004)
- Special Olympics Florida, Inc. — all reported plans
- Jamo, Inc. Profit Sharing Plan (plan 001)
- Jamo, Inc. — all reported plans
- Toyota Of Clermont 401k Plan (plan 001)
- Clermont Motor Sales LLC — all reported plans
- Jws And Sons Inc. Retirement Plan (plan 001)
- Jws And Sons Inc. — all reported plans
- Belair & Sons, Inc. Profit Sharing Plan (plan 001)
- Belair & Sons, Inc. — all reported plans
- Select Smart, Inc. 401(K) Profit Sharing Plan (plan 001)
- Select Smart, Inc. — all reported plans
- Bater Enterprise 401k (plan 001)
- Bater Enterprise Inc. — all reported plans
- Jbm Family Inc. Retirement Plan (plan 001)
- Jbm Family Inc. — all reported plans
- Club Exploria, LLC 401(K) Plan (plan 001)
- Club Exploria, LLC — all reported plans
- Henderson Family Enterprise, Inc. 401(K) Plan (plan 001)
- Henderson Family Enterprise, Inc. — all reported plans
- Club Exploria Employee Benefit Plan (plan 501)
- Kalos Services Health Plan -1 (plan 501)
- Kalos Services, Inc. — all reported plans
- Real Life Christian Church Of Clermont Inc. (plan 501)
- Real Life Christian Church Of Clermont Inc. — all reported plans
- Vista Clinical Diagnostics, LLC (plan 501)
- Vista Clinical Diagnostics, LLC — all reported plans
- Methodology
- Data sources