Leesburg, 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, Leesburg, FL has 29 loaded benefit plan(s) reported by 25 plan sponsor(s), with $118,709,946 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 29
- Plan sponsors
- 25
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $118,709,946
- Total reported liabilities (EOY)
- $5,426,304
- Total reported net assets (EOY)
- $113,283,642
Contributions & income
- Employer contributions
- $4,115,383
- Participant contributions
- $4,290,297
- Total income / additions
- $25,046,870
Expenses & distributions
- Benefits paid / distributions
- $4,917,539
- Total expenses
- $5,284,476
- Net increase / (decrease)
- $19,762,394
Coverage
- Total reported participants
- 7,191
- Plans with financial statements
- 15
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Leesburg, 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 |
|---|---|---|---|
| Radiology Associates Of Central Florida, P.L. 401(K) Plan And Trust | Radiology Associates Of Central Florida, P.L. | $44,867,952 | 2023 |
| Consolidated Minerals, Inc. Employee Stock Ownership Plan | Consolidated Minerals, Inc. | $25,820,043 | 2023 |
| Lifestream Behavioral Center, Inc. Employee Pension Plan | Lifestream Behavioral Center, Inc. | $15,723,919 | 2023 |
| Ro-Mac Lumber & Supply, Inc. 401(K) Plan | Ro-Mac Lumber & Supply, Inc. | $9,526,150 | 2023 |
| H. John Feldman, P. A. Retirement Plan | H. John Feldman, P.A. | $7,793,461 | 2023 |
| Electric Services, Inc. 401(K) Retirement Plan | Electric Services, Inc. | $7,385,360 | 2023 |
| Mclin & Burnsed, P.A. Profit Sharing Plan | Mclin & Burnsed, P.A. | $3,761,307 | 2023 |
| Graham Automotive Supply Inc. 401(K) Plan | Graham Automotive Supply Inc. | $1,659,256 | 2023 |
| Skybolt Aeromotive Corp 401(K) Plan | Skybolt Aeromotive Corp | $1,083,972 | 2023 |
| David Schwenk Financial Retirement Plan | David Schwenk Financial, Inc. | $504,898 | 2023 |
| Mcgee Services, Inc. 401(K) Profit Sharing Plan | Mcgee Services, Inc. | $312,016 | 2023 |
| Pearls Pet Care Corp 401(K) Plan | Pearls Pet Care Corp | $141,241 | 2023 |
| B Miracle Touch Corporation 401(K) Profit Sharing Plan | B Miracle Touch Corporation | $121,208 | 2023 |
| Aegis Medical Group 401(K) Profit Sharing Plan & Trust | Aeigis Medical Group | $9,163 | 2023 |
| Pangea Real Estate Investments 401k Trust | Pangea Real Estate Investments Inc | $0 | 2023 |
| Ro-Mac Lumber And Supply, Inc. Welfare Plan | Ro-Mac Lumber And Supply, Inc. | not reported in the loaded dataset | 2023 |
| Leware Construction Company Of Florida, Inc. | Leware Construction Company Of Florida, Inc. | not reported in the loaded dataset | 2023 |
| Deans Pest Control, Inc Welfare Benefit Plan | Deans Pest Control, Inc. | not reported in the loaded dataset | 2023 |
| Brigan Inc | Brigan Inc | not reported in the loaded dataset | 2023 |
| Bailey Industries, Inc Welfare Plan | Bailey Industries, Inc | not reported in the loaded dataset | 2023 |
| Quality By Design Health And Welfare Benefit Plan | Quality By Design, Inc. | not reported in the loaded dataset | 2023 |
| Lake Medical Imaging & Breast Center At The Villages, Welfare Plan | Lake Medical Imaging & Breast Center At The Villages, LLC | not reported in the loaded dataset | 2023 |
| Southeast Modular Manufacturing Welfare Benefits Plan | Amtex-Nms, Inc. Dba Southeast Modular Manufacturing | not reported in the loaded dataset | 2023 |
| Lakeview Healthcare Enterprises Welfare Benefit Plan | Lakeview Healthcare Enterprises | not reported in the loaded dataset | 2023 |
| Lake Trucking Co. Welfare Benefit Plan | Mtb Enterprises | not reported in the loaded dataset | 2023 |
Largest plans in Leesburg → · Leesburg plans by participants → · Leesburg plans with financial data → · Leesburg plans with provider compensation → · $1B+ plans in Leesburg →
Related Form 5500 pages
- All FL Form 5500 filings
- Radiology Associates Of Central Florida, P.L. 401(K) Plan And Trust (plan 001)
- Radiology Associates Of Central Florida, P.L. — all reported plans
- Consolidated Minerals, Inc. Employee Stock Ownership Plan (plan 002)
- Consolidated Minerals, Inc. — all reported plans
- Lifestream Behavioral Center, Inc. Employee Pension Plan (plan 002)
- Lifestream Behavioral Center, Inc. — all reported plans
- Ro-Mac Lumber & Supply, Inc. 401(K) Plan (plan 002)
- Ro-Mac Lumber & Supply, Inc. — all reported plans
- H. John Feldman, P. A. Retirement Plan (plan 002)
- H. John Feldman, P.A. — all reported plans
- Electric Services, Inc. 401(K) Retirement Plan (plan 001)
- Electric Services, Inc. — all reported plans
- Mclin & Burnsed, P.A. Profit Sharing Plan (plan 004)
- Mclin & Burnsed, P.A. — all reported plans
- Graham Automotive Supply Inc. 401(K) Plan (plan 001)
- Graham Automotive Supply Inc. — all reported plans
- Skybolt Aeromotive Corp 401(K) Plan (plan 001)
- Skybolt Aeromotive Corp — all reported plans
- David Schwenk Financial Retirement Plan (plan 001)
- David Schwenk Financial, Inc. — all reported plans
- Mcgee Services, Inc. 401(K) Profit Sharing Plan (plan 001)
- Mcgee Services, Inc. — all reported plans
- Pearls Pet Care Corp 401(K) Plan (plan 001)
- Pearls Pet Care Corp — all reported plans
- B Miracle Touch Corporation 401(K) Profit Sharing Plan (plan 001)
- B Miracle Touch Corporation — all reported plans
- Aegis Medical Group 401(K) Profit Sharing Plan & Trust (plan 001)
- Aeigis Medical Group — all reported plans
- Pangea Real Estate Investments 401k Trust (plan 001)
- Pangea Real Estate Investments Inc — all reported plans
- Methodology
- Data sources