Oldsmar, 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, Oldsmar, FL has 30 loaded benefit plan(s) reported by 24 plan sponsor(s), with $95,564,420 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
30
Plan sponsors
24
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$95,564,420
Total reported liabilities (EOY)
$62,647
Total reported net assets (EOY)
$95,501,773

Contributions & income

Employer contributions
$2,826,440
Participant contributions
$9,026,291
Total income / additions
$27,014,498

Expenses & distributions

Benefits paid / distributions
$7,618,037
Total expenses
$7,972,259
Net increase / (decrease)
$19,042,239

Coverage

Total reported participants
5,873
Plans with financial statements
15
Plans with provider compensation
8

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Oldsmar, 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

Largest loaded plans in Oldsmar, FL
PlanSponsorReported assets (EOY)Year
Novelle Health, LLC 401(K) Retirement PlanNovelle Health, LLC$25,320,1602023
Microlumen 401(K) PlanMicrolumen, Inc.$21,910,8662023
Usa Environmental, Inc 401k PlanUsa Environmental, Inc.$9,137,3682023
Dan'S Fan City, Inc. 401(K) Savings PlanDan'S Fan City, Inc.$7,988,3742023
Centurion Cares Inc. 401(K) Savings PlanCenturion Cares Inc.$6,403,9082023
Mi Metals, Inc. 401(K) Savings PlanBeam Associates, LLC$6,363,2892023
Ninjaone 401(K) PlanNinjaone, LLC$6,290,6542023
Clear Sight Partners 401(K) PlanClear Sight Partners, LLC$4,226,5902023
Leixir Dental Group/Knight Dental Group 401(K) PlanLeixir Dental Group$3,352,8382023
Generx Generators 401(K) PlanGenerx Generators, LLC$2,840,0262023
Hubner Cpa Services Retirement PlanHubner Cpa Services P.A.$847,0892023
S&S Pool Enterprises, Inc. 401(K) PlanS&S Pool Enterprises, Inc.$650,7092023
Tlc Adult Day Care And Recreation Center Inc. 401(K) PlanTlc Adult Day Care And Recreation Center Inc.$126,2602023
2str Retirement Plan2str, Inc.$106,2892023
Seacoast, Inc. 401(K) Profit Sharing PlanSeacoast, Inc.$02023
Microlumen, Inc. Health And Welfare PlanMicrolumen, Inc.not reported in the loaded dataset2023
Mi Metals, Inc. Welfare Benefit PlanMi Metals, Inc.not reported in the loaded dataset2023
Health PlanLeixir Holdings, Inc.not reported in the loaded dataset2023
Benefit PlansLeixir Holdings, Inc.not reported in the loaded dataset2023
Vision PlanLeixir Holdings, Inc.not reported in the loaded dataset2023
S & S Electric Co., Inc. Welfare PlanS & S Electric Co. Inc.not reported in the loaded dataset2023
Novelle Health, LLC Health And Welfare PlanNovelle Health, LLCnot reported in the loaded dataset2023
Atsg, Inc Health And Welfare PlanAtsg, Inc.not reported in the loaded dataset2023
Pinnacle Home Care Health And Welfare PlanPinnacle Home Carenot reported in the loaded dataset2023
Generx Generators LLC Welfare Benefit PlanGenerx Generators LLCnot reported in the loaded dataset2023

Related Form 5500 pages