New Port Richey, 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, New Port Richey, FL has 27 loaded benefit plan(s) reported by 23 plan sponsor(s), with $68,169,313 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 27
- Plan sponsors
- 23
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $68,169,313
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $68,132,789
Contributions & income
- Employer contributions
- $3,295,563
- Participant contributions
- $4,350,442
- Total income / additions
- $17,492,452
Expenses & distributions
- Benefits paid / distributions
- $7,697,451
- Total expenses
- $8,582,275
- Net increase / (decrease)
- $8,910,177
Coverage
- Total reported participants
- 4,199
- Plans with financial statements
- 21
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for New Port Richey, 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 |
|---|---|---|---|
| Welbilt Pension Plan | Welbilt, Inc. | $30,858,815 | 2023 |
| U.S. Water Services Corporation 401(K) Plan | U.S. Water Services Corporation | $18,600,431 | 2023 |
| Hands On Learning Solutions 401(K) Plan | Hands On Learning Solutions LLC | $5,791,442 | 2023 |
| Youth And Family Alternatives, Inc. Defined Contribution Retirement Plan | Youth And Family Alternatives, Inc. | $5,403,321 | 2023 |
| Dayspring Academy 401(K) Retirement Plan | Dayspring Academy | $3,046,355 | 2023 |
| R.J. Kielty Plumbing, Inc. 401(K) Plan | R.J. Kielty Plumbing, Inc. | $2,113,276 | 2023 |
| Blue Sky Legacy Retirement Plan | Blue Sky Legacy, Inc. | $785,705 | 2023 |
| Solid Step Learning, Inc. 401(K) Plan | Solid Step Learning, Inc. | $393,460 | 2023 |
| Rudi Clips Inc. Retirement Plan | Rudi Clips Inc. | $351,746 | 2023 |
| Green On Demand, Inc. 401(K) Profit Sharing Plan | Green On Demand, Inc. | $281,708 | 2023 |
| Bear Asi 401k | Bear Auto Sales, Inc. | $120,640 | 2023 |
| Cassimo Corporation 401(K) Plan | Cassimo Corporation | $119,172 | 2023 |
| Hawk Residential Services Inc 401(K) Plan | Hawk Residential Services Inc | $109,980 | 2023 |
| West Pasco Insurance Group Inc. Retirement Plan | West Pasco Insurance Group Inc. | $62,005 | 2023 |
| Dkl Incorporated 401(K) Plan | Dkl Incorporated | $46,796 | 2023 |
| Viking Vision Inc. 401(K) Plan | Viking Vision Inc. | $31,850 | 2023 |
| The Jimfini Corporation Retirement Plan | The Jimfini Corporation | $30,000 | 2023 |
| Tovi Group, Inc. 401k Profit Sharing Plan | Tovi Group, Inc. | $21,601 | 2023 |
| Jo'Solei Inc. Profit Sharing Plan | Jo'Solei Inc. | $1,010 | 2023 |
| The Florida Center For Laser Dentistry, Inc. 401(K) Profit Sharing Plan | The Florida Center For Laser Dentistry, Inc. | $0 | 2023 |
| Stiles & Company Inc. 401k Plan | Stiles & Company Inc. | $0 | 2023 |
| New Port Richey Nissan, LLC Employee Benefits Plan | New Port Richey Nissan, LLC | not reported in the loaded dataset | 2023 |
| Dayspring Academy Wrap Plan | Dayspring Academy | not reported in the loaded dataset | 2023 |
| Youth & Family Alternatives Health & Welfare Benefits Plan | Youth And Family Alternatives, Inc. | not reported in the loaded dataset | 2023 |
| Us Water Services Corporation Welfare Benefits Plan | Us Water Services Corporation | not reported in the loaded dataset | 2023 |
Largest plans in New Port Richey → · New Port Richey plans by participants → · New Port Richey plans with financial data → · New Port Richey plans with provider compensation → · $1B+ plans in New Port Richey →
Related Form 5500 pages
- All FL Form 5500 filings
- Welbilt Pension Plan (plan 003)
- Welbilt, Inc. — all reported plans
- U.S. Water Services Corporation 401(K) Plan (plan 001)
- U.S. Water Services Corporation — all reported plans
- Hands On Learning Solutions 401(K) Plan (plan 001)
- Hands On Learning Solutions LLC — all reported plans
- Youth And Family Alternatives, Inc. Defined Contribution Retirement Plan (plan 001)
- Youth And Family Alternatives, Inc. — all reported plans
- Dayspring Academy 401(K) Retirement Plan (plan 001)
- Dayspring Academy — all reported plans
- R.J. Kielty Plumbing, Inc. 401(K) Plan (plan 002)
- R.J. Kielty Plumbing, Inc. — all reported plans
- Blue Sky Legacy Retirement Plan (plan 001)
- Blue Sky Legacy, Inc. — all reported plans
- Solid Step Learning, Inc. 401(K) Plan (plan 001)
- Solid Step Learning, Inc. — all reported plans
- Rudi Clips Inc. Retirement Plan (plan 001)
- Rudi Clips Inc. — all reported plans
- Green On Demand, Inc. 401(K) Profit Sharing Plan (plan 001)
- Green On Demand, Inc. — all reported plans
- Bear Asi 401k (plan 001)
- Bear Auto Sales, Inc. — all reported plans
- Cassimo Corporation 401(K) Plan (plan 001)
- Cassimo Corporation — all reported plans
- Hawk Residential Services Inc 401(K) Plan (plan 001)
- Hawk Residential Services Inc — all reported plans
- West Pasco Insurance Group Inc. Retirement Plan (plan 001)
- West Pasco Insurance Group Inc. — all reported plans
- Dkl Incorporated 401(K) Plan (plan 001)
- Dkl Incorporated — all reported plans
- Methodology
- Data sources