Mount Dora, 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, Mount Dora, FL has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $21,066,615 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)
- $21,066,615
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $21,066,615
Contributions & income
- Employer contributions
- $519,013
- Participant contributions
- $1,187,297
- Total income / additions
- $5,602,286
Expenses & distributions
- Benefits paid / distributions
- $1,972,058
- Total expenses
- $2,067,209
- Net increase / (decrease)
- $3,535,077
Coverage
- Total reported participants
- 1,418
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mount Dora, 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 |
|---|---|---|---|
| Lakeview Healthcare Enterprise 401(K) Profit Sharing Plan & Trust | Lakeview Healthcare Enterprise | $14,689,979 | 2023 |
| Waterman Village 401(K) Retirement Plan | Waterman Communities, Inc. | $5,092,010 | 2023 |
| Bock Ventures Retirement Plan | Bock Ventures Inc | $1,284,626 | 2023 |
| Ch&Bs Welfare Benefits Plan | Christian Home & Bible School | not reported in the loaded dataset | 2023 |
| Waterman Communities, Inc. Welfare Benefits Plan | Waterman Communities, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Mount Dora → · Mount Dora plans by participants → · Mount Dora plans with financial data → · Mount Dora plans with provider compensation → · $1B+ plans in Mount Dora →
Related Form 5500 pages
- All FL Form 5500 filings
- Lakeview Healthcare Enterprise 401(K) Profit Sharing Plan & Trust (plan 001)
- Lakeview Healthcare Enterprise — all reported plans
- Waterman Village 401(K) Retirement Plan (plan 001)
- Waterman Communities, Inc. — all reported plans
- Bock Ventures Retirement Plan (plan 001)
- Bock Ventures Inc — all reported plans
- Ch&Bs Welfare Benefits Plan (plan 503)
- Christian Home & Bible School — all reported plans
- Waterman Communities, Inc. Welfare Benefits Plan (plan 502)
- Methodology
- Data sources