Lake Buena Vista, 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, Lake Buena Vista, FL has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $34,821,894 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$34,821,894
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$34,821,894

Contributions & income

Employer contributions
$831,428
Participant contributions
$2,852,147
Total income / additions
$8,792,455

Expenses & distributions

Benefits paid / distributions
$2,617,159
Total expenses
$2,756,413
Net increase / (decrease)
$6,036,042

Coverage

Total reported participants
1,274
Plans with financial statements
3
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lake Buena Vista, 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 Lake Buena Vista, FL
PlanSponsorReported assets (EOY)Year
Smart City Telecommunications LLC 401(K) PlanSmart City Telecommunications LLC$30,235,7072023
Palmas Services LLC 401(K) Profit Sharing Plan & TrustPalmas Services LLC$3,644,3402023
Springs Food Service LLC 401(K) Profit Sharing Plan & TrustSprings Food Service LLC$941,8472023
Jbi LLCJbi LLCnot reported in the loaded dataset2023
Smart City Telecommunications LLC Health & Welfare Benefit PlanSmart City Telecommunications LLCnot reported in the loaded dataset2023

Related Form 5500 pages