Longwood, 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, Longwood, FL has 38 loaded benefit plan(s) reported by 31 plan sponsor(s), with $214,829,580 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 38
- Plan sponsors
- 31
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $214,829,580
- Total reported liabilities (EOY)
- $612,534
- Total reported net assets (EOY)
- $214,217,046
Contributions & income
- Employer contributions
- $7,411,755
- Participant contributions
- $23,090,867
- Total income / additions
- $64,099,124
Expenses & distributions
- Benefits paid / distributions
- $36,514,370
- Total expenses
- $37,811,447
- Net increase / (decrease)
- $26,287,677
Coverage
- Total reported participants
- 17,666
- Plans with financial statements
- 30
- Plans with provider compensation
- 12
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Longwood, 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 |
|---|---|---|---|
| Insurance Office Of America 401(K) Plan | Insurance Office Of America, Inc. | $69,723,410 | 2023 |
| Waste Pro Usa, Inc. 401(K) Plan | Waste Pro Usa, Inc. | $50,460,009 | 2023 |
| Nephrology Associates Of Centr 401(K) Profit Sharing Plan & Trust | Nephrology Associates Of Centr | $16,837,934 | 2023 |
| Parks Motor Group 401(K) Plan | Longwood Lincoln Mercury, Inc. | $10,577,074 | 2023 |
| Sentry Management, Inc. 401(K) Plan | Sentry Management, Inc. | $8,992,936 | 2023 |
| Kustom Us, Inc. 401(K) Plan | Kustom Us, Inc. | $8,674,562 | 2023 |
| Insurance Office Of America, Inc. Employee Stock Ownership Plan | Insurance Office Of America, Inc. | $8,332,604 | 2023 |
| 35 Technologies Group, Inc. 401(K) Profit Sharing Plan | 35 Technologies Group, Inc. | $7,969,530 | 2023 |
| 401(K)/Profit Sharing Plan And Trust For Employees Of Filutowski Eye Institute, P.A. | Filutowski Eye Institute, P.A. | $7,598,091 | 2023 |
| Comprehensive Energy Services 401(K) Plan | Comprehensive Energy Services, Inc. | $4,754,102 | 2023 |
| Nuview Ira, Inc. 401(K) Plan | Nuview Ira, Inc. | $3,860,236 | 2023 |
| South Florida Auto Auction 401k Plan | S Fl Auto Auction/Ft Lauderdale | $3,306,608 | 2023 |
| Brantley Nurseries Profit Sharing Plan | Brantley Nurseries | $3,075,138 | 2023 |
| Impower, Inc. 401(K) Plan | Impower, Inc. | $2,464,755 | 2023 |
| Dix.Hite Esop And Trust | Dix.Hite + Partners, Inc. | $2,220,500 | 2023 |
| Royal Consulting Services, Inc. 401(K) Plan | Royal Consulting Services, Inc. | $2,050,893 | 2023 |
| Sales & Marketing Technologies, Ltd 401k Plan | Sales & Marketing Technologies, Ltd | $999,033 | 2023 |
| Jjaz Enterprises, Inc. 401(K) Plan | Jjaz Enterprises, Inc. | $555,792 | 2023 |
| Clonaboy Logistics Incorporated Retirement Plan | Clonaboy Logistics Incorporated | $490,000 | 2023 |
| Cg2 Holdings, Inc. 401(K) Profit Sharing Plan | Cg2 Holdings, Inc. | $421,645 | 2023 |
| Exxelia Usa Inc 401(K) Profit Sharing Plan & Trust | Exxelia Usa Inc | $371,279 | 2023 |
| Bs2z, Inc. Retirement Plan | Bs2z, Inc. | $350,000 | 2023 |
| Melendez Holdings, Inc. 401k Profit Sharing Plan | Melendez Holdings, Inc. | $272,469 | 2023 |
| Jax Wellness Corp. Retirement Plan | Jax Wellness Corp. | $250,141 | 2023 |
| Brbh, Inc. 401(K) Profit Sharing Plan | Brbh, Inc. | $83,901 | 2023 |
Largest plans in Longwood → · Longwood plans by participants → · Longwood plans with financial data → · Longwood plans with provider compensation → · $1B+ plans in Longwood →
Related Form 5500 pages
- All FL Form 5500 filings
- Insurance Office Of America 401(K) Plan (plan 001)
- Insurance Office Of America, Inc. — all reported plans
- Waste Pro Usa, Inc. 401(K) Plan (plan 001)
- Waste Pro Usa, Inc. — all reported plans
- Nephrology Associates Of Centr 401(K) Profit Sharing Plan & Trust (plan 002)
- Nephrology Associates Of Centr — all reported plans
- Parks Motor Group 401(K) Plan (plan 001)
- Longwood Lincoln Mercury, Inc. — all reported plans
- Sentry Management, Inc. 401(K) Plan (plan 001)
- Sentry Management, Inc. — all reported plans
- Kustom Us, Inc. 401(K) Plan (plan 001)
- Kustom Us, Inc. — all reported plans
- Insurance Office Of America, Inc. Employee Stock Ownership Plan (plan 002)
- 35 Technologies Group, Inc. 401(K) Profit Sharing Plan (plan 002)
- 35 Technologies Group, Inc. — all reported plans
- 401(K)/Profit Sharing Plan And Trust For Employees Of Filutowski Eye Institute, P.A. (plan 001)
- Filutowski Eye Institute, P.A. — all reported plans
- Comprehensive Energy Services 401(K) Plan (plan 001)
- Comprehensive Energy Services, Inc. — all reported plans
- Nuview Ira, Inc. 401(K) Plan (plan 001)
- Nuview Ira, Inc. — all reported plans
- South Florida Auto Auction 401k Plan (plan 001)
- S Fl Auto Auction/Ft Lauderdale — all reported plans
- Brantley Nurseries Profit Sharing Plan (plan 001)
- Brantley Nurseries — all reported plans
- Impower, Inc. 401(K) Plan (plan 001)
- Impower, Inc. — all reported plans
- Dix.Hite Esop And Trust (plan 002)
- Dix.Hite + Partners, Inc. — all reported plans
- Methodology
- Data sources