Groveland, 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, Groveland, FL has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $14,466,040 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $14,466,040
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $14,466,040
Contributions & income
- Employer contributions
- $638,589
- Participant contributions
- $1,306,321
- Total income / additions
- $3,370,268
Expenses & distributions
- Benefits paid / distributions
- $1,879,581
- Total expenses
- $2,062,810
- Net increase / (decrease)
- $1,307,458
Coverage
- Total reported participants
- 1,432
- Plans with financial statements
- 5
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Groveland, 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 |
|---|---|---|---|
| Carroll Fulmer Logistics Corporation 401(K) Plan | Carroll Fulmer Logistics Corporation | $6,805,308 | 2023 |
| Cherrylake'S 401(K) Plan | I.M.G. Enterprise Inc | $5,808,667 | 2023 |
| Mid Michigan Surgical Associates Pc Employees Profit Sharing Plan & Trust | Mid Michigan Surgical Associates P Employees Profit Sharing Plan & Tr | $655,455 | 2023 |
| Sunshine Window Fashions, Inc. 401(K) Profit Sharing Plan | Sunshine Window Fashions, Inc. | $621,407 | 2023 |
| Wellwood Inc. 401(K) Plan | Wellwood Inc. | $575,203 | 2023 |
| Carroll Fulmer Logistics Corporation Benefit Plan | Carroll Fulmer Logistics Corporation | not reported in the loaded dataset | 2023 |
| Cherrylake, Inc. Welfare Benefits Plan | Cherrylake, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Groveland → · Groveland plans by participants → · Groveland plans with financial data → · Groveland plans with provider compensation → · $1B+ plans in Groveland →
Related Form 5500 pages
- All FL Form 5500 filings
- Carroll Fulmer Logistics Corporation 401(K) Plan (plan 001)
- Carroll Fulmer Logistics Corporation — all reported plans
- Cherrylake'S 401(K) Plan (plan 001)
- I.M.G. Enterprise Inc — all reported plans
- Mid Michigan Surgical Associates Pc Employees Profit Sharing Plan & Trust (plan 001)
- Mid Michigan Surgical Associates P Employees Profit Sharing Plan & Tr — all reported plans
- Sunshine Window Fashions, Inc. 401(K) Profit Sharing Plan (plan 001)
- Sunshine Window Fashions, Inc. — all reported plans
- Wellwood Inc. 401(K) Plan (plan 001)
- Wellwood Inc. — all reported plans
- Carroll Fulmer Logistics Corporation Benefit Plan (plan 501)
- Cherrylake, Inc. Welfare Benefits Plan (plan 501)
- Cherrylake, Inc. — all reported plans
- Methodology
- Data sources