Lakewood Ranch, 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, Lakewood Ranch, FL has 20 loaded benefit plan(s) reported by 19 plan sponsor(s), with $70,158,222 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 20
- Plan sponsors
- 19
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $70,158,222
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $70,158,222
Contributions & income
- Employer contributions
- $2,604,683
- Participant contributions
- $2,671,711
- Total income / additions
- $14,934,290
Expenses & distributions
- Benefits paid / distributions
- $4,687,446
- Total expenses
- $4,836,774
- Net increase / (decrease)
- $10,097,516
Coverage
- Total reported participants
- 2,309
- Plans with financial statements
- 14
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lakewood Ranch, 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 |
|---|---|---|---|
| Florida Digestive Health Specialists, Llp Employees Savings Trust | Florida Digestive Health Specialists, Llp | $34,089,344 | 2023 |
| Bms And Affiliates 401(K) Plan | Bekins A-1 Movers, Inc | $8,969,728 | 2023 |
| Goyer Management International, Inc. Profit Sharing Plan | Goyer Management International, Inc. | $7,075,329 | 2023 |
| Gold Coast Eagle Distributing Employees Savings Plan | Gold Coast Eagle Distributing, Llp | $6,454,836 | 2023 |
| Daniels Management Inc., 401k Profit Sharing Plan And Trust | Daniels Management, Inc. | $5,545,658 | 2023 |
| Silver Fox, Inc. 401(K) Plan | Silver Fox, Inc. | $3,001,279 | 2023 |
| Shaker Lane Holding, Inc. 401k Profit Sharing Plan | Shaker Lane Holding, Inc. | $2,679,127 | 2023 |
| Cranswick, Inc. 401(K) Plan | Cranswick, Inc. | $603,105 | 2023 |
| D&M Setch, Inc. Retirement Plan | D&M Setch, Inc. | $482,795 | 2023 |
| Four Dragons Education Services, Inc. Retirement Plan | Four Dragons Education Services, Inc. | $481,204 | 2023 |
| Buf-Fun-O, Inc. Retirement Plan | Buf-Fun-O, Inc. | $388,299 | 2023 |
| Mary Mary Ventures, Inc. 401k Profit Sharing Plan | Mary Mary Ventures, Inc. | $292,223 | 2023 |
| Casama Enterprises Inc. Retirement Plan | Casama Enterprises Inc. | $95,115 | 2023 |
| R&R Futuro Investments, Inc. 401(K) Profit Sharing Plan | R&R Futuro Investments, Inc. | $180 | 2023 |
| Casey Professional Consulting Benefit Plan | Casey Professional Consulting, Inc. | not reported in the loaded dataset | 2023 |
| Schroeder Manatee Ranch, Inc. Health Plan | Schroeder Manatee Ranch | not reported in the loaded dataset | 2023 |
| Gold Coast Eagle Distributing Llp Weflare Benefit Plan | Gold Coast Eagle Distributing, Llp | not reported in the loaded dataset | 2023 |
| Miles Partnership, LLC Welfare Benefits Plan | Miles Partnership, LLC | not reported in the loaded dataset | 2023 |
| Parkview Dental Partners | Parkview Dental Partners | not reported in the loaded dataset | 2023 |
| Patrick K. Neal & Associates Welfare Benefits Plan | Nc Employment Group, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Lakewood Ranch → · Lakewood Ranch plans by participants → · Lakewood Ranch plans with financial data → · Lakewood Ranch plans with provider compensation → · $1B+ plans in Lakewood Ranch →
Related Form 5500 pages
- All FL Form 5500 filings
- Florida Digestive Health Specialists, Llp Employees Savings Trust (plan 001)
- Florida Digestive Health Specialists, Llp — all reported plans
- Bms And Affiliates 401(K) Plan (plan 001)
- Bekins A-1 Movers, Inc — all reported plans
- Goyer Management International, Inc. Profit Sharing Plan (plan 001)
- Goyer Management International, Inc. — all reported plans
- Gold Coast Eagle Distributing Employees Savings Plan (plan 001)
- Gold Coast Eagle Distributing, Llp — all reported plans
- Daniels Management Inc., 401k Profit Sharing Plan And Trust (plan 002)
- Daniels Management, Inc. — all reported plans
- Silver Fox, Inc. 401(K) Plan (plan 001)
- Silver Fox, Inc. — all reported plans
- Shaker Lane Holding, Inc. 401k Profit Sharing Plan (plan 001)
- Shaker Lane Holding, Inc. — all reported plans
- Cranswick, Inc. 401(K) Plan (plan 001)
- Cranswick, Inc. — all reported plans
- D&M Setch, Inc. Retirement Plan (plan 001)
- D&M Setch, Inc. — all reported plans
- Four Dragons Education Services, Inc. Retirement Plan (plan 001)
- Four Dragons Education Services, Inc. — all reported plans
- Buf-Fun-O, Inc. Retirement Plan (plan 001)
- Buf-Fun-O, Inc. — all reported plans
- Mary Mary Ventures, Inc. 401k Profit Sharing Plan (plan 001)
- Mary Mary Ventures, Inc. — all reported plans
- Casama Enterprises Inc. Retirement Plan (plan 001)
- Casama Enterprises Inc. — all reported plans
- R&R Futuro Investments, Inc. 401(K) Profit Sharing Plan (plan 001)
- R&R Futuro Investments, Inc. — all reported plans
- Casey Professional Consulting Benefit Plan (plan 501)
- Casey Professional Consulting, Inc. — all reported plans
- Methodology
- Data sources