Marco Island, 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, Marco Island, FL has 9 loaded benefit plan(s) reported by 8 plan sponsor(s), with $25,526,292 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $25,526,292
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $25,526,292
Contributions & income
- Employer contributions
- $74,186
- Participant contributions
- $3,544,658
- Total income / additions
- $8,663,024
Expenses & distributions
- Benefits paid / distributions
- $4,780,521
- Total expenses
- $5,097,944
- Net increase / (decrease)
- $3,565,080
Coverage
- Total reported participants
- 4,720
- Plans with financial statements
- 8
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Marco Island, 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 |
|---|---|---|---|
| Pantogran LLC Dba Center For Autism And Related Disorders | Pantogran LLC Dba Center For Autism And Related Disorders | $22,007,471 | 2023 |
| Our Table Inc 401(K) Plan | Our Table Inc | $1,877,829 | 2023 |
| Marco Island Vacation Rentals, Inc. 401(K) Plan | Marco Island Vacation Rentals, Inc. | $1,094,579 | 2023 |
| Xcel Fitness Spa, Inc. Retirement Plan | Xcel Fitness Spa, Inc | $473,086 | 2023 |
| Czop Distribution Corp. 401(K) Plan | Czop Distribution Corp. | $65,977 | 2023 |
| Square Deal Home Services Inc. 401(K) Plan | Square Deal Home Services Inc. | $7,350 | 2023 |
| Pals Places Inc. 401(K) Plan | Pals Places Inc | $0 | 2023 |
| Employee Health Plan Of Srm Associates (99003) | Srm Associates | not reported in the loaded dataset | 2023 |
| Pantogran LLC Dba Center For Autism And Related Disorders Welfare Benefits Plan | Pantogran LLC Dba Center For Autism And Related Disorders | not reported in the loaded dataset | 2023 |
Largest plans in Marco Island → · Marco Island plans by participants → · Marco Island plans with financial data → · Marco Island plans with provider compensation → · $1B+ plans in Marco Island →
Related Form 5500 pages
- All FL Form 5500 filings
- Pantogran LLC Dba Center For Autism And Related Disorders (plan 001)
- Pantogran LLC Dba Center For Autism And Related Disorders — all reported plans
- Our Table Inc 401(K) Plan (plan 001)
- Our Table Inc — all reported plans
- Marco Island Vacation Rentals, Inc. 401(K) Plan (plan 001)
- Marco Island Vacation Rentals, Inc. — all reported plans
- Xcel Fitness Spa, Inc. Retirement Plan (plan 001)
- Xcel Fitness Spa, Inc — all reported plans
- Czop Distribution Corp. 401(K) Plan (plan 001)
- Czop Distribution Corp. — all reported plans
- Square Deal Home Services Inc. 401(K) Plan (plan 001)
- Square Deal Home Services Inc. — all reported plans
- Pals Places Inc. 401(K) Plan (plan 001)
- Pals Places Inc — all reported plans
- Employee Health Plan Of Srm Associates (99003) (plan 501)
- Srm Associates — all reported plans
- Pantogran LLC Dba Center For Autism And Related Disorders Welfare Benefits Plan (plan 501)
- Methodology
- Data sources