Jonesville, 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, Jonesville, FL has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $45,482,203 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)
- $45,482,203
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $45,482,203
Contributions & income
- Employer contributions
- $1,650,206
- Participant contributions
- $2,742,764
- Total income / additions
- $11,057,230
Expenses & distributions
- Benefits paid / distributions
- $2,024,201
- Total expenses
- $2,157,631
- Net increase / (decrease)
- $8,899,599
Coverage
- Total reported participants
- 760
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Jonesville, 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 |
|---|---|---|---|
| Campus Usa Credit Union 401(K) Plan | Campus Usa Credit Union | $36,120,302 | 2023 |
| Cabrillo Holdings, LLC 401k Plan | Cabrillo Holdings, LLC | $9,361,901 | 2023 |
| Cabrillo Coastal General Insurance Agency Employee Benefits Plan | Cabrillo Coastal General Insurance Agency | not reported in the loaded dataset | 2023 |
Largest plans in Jonesville → · Jonesville plans by participants → · Jonesville plans with financial data → · Jonesville plans with provider compensation → · $1B+ plans in Jonesville →
Related Form 5500 pages
- All FL Form 5500 filings
- Campus Usa Credit Union 401(K) Plan (plan 002)
- Campus Usa Credit Union — all reported plans
- Cabrillo Holdings, LLC 401k Plan (plan 001)
- Cabrillo Holdings, LLC — all reported plans
- Cabrillo Coastal General Insurance Agency Employee Benefits Plan (plan 501)
- Cabrillo Coastal General Insurance Agency — all reported plans
- Methodology
- Data sources