Davenport, 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, Davenport, FL has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $5,690,417 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$5,690,417
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$5,690,417

Contributions & income

Employer contributions
$21,623
Participant contributions
$601,570
Total income / additions
$1,476,432

Expenses & distributions

Benefits paid / distributions
$313,628
Total expenses
$360,823
Net increase / (decrease)
$1,115,609

Coverage

Total reported participants
590
Plans with financial statements
2
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Davenport, 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

Largest loaded plans in Davenport, FL
PlanSponsorReported assets (EOY)Year
Sunset Retirement PlanStandard Sand & Silica Company$5,494,8692023
Atex Explosion Protection Us Corp 401k PlanAtex Explosion Protection Us Corp$195,5482023
Crystal Data Services, Inc. Health And Welfare PlanCrystal Data Services, Inc.not reported in the loaded dataset2023

Related Form 5500 pages