Punta Gorda, 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, Punta Gorda, FL has 24 loaded benefit plan(s) reported by 20 plan sponsor(s), with $61,804,498 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 24
- Plan sponsors
- 20
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $61,804,498
- Total reported liabilities (EOY)
- $601,047
- Total reported net assets (EOY)
- $61,203,451
Contributions & income
- Employer contributions
- $8,019,304
- Participant contributions
- $4,023,008
- Total income / additions
- $19,009,858
Expenses & distributions
- Benefits paid / distributions
- $16,459,106
- Total expenses
- $17,271,302
- Net increase / (decrease)
- $1,738,556
Coverage
- Total reported participants
- 5,503
- Plans with financial statements
- 22
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Punta Gorda, 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 |
|---|---|---|---|
| Farr Retirement Plan | Farr, Farr, Emerich, Hackett, Carr, And Holmes, P.A. | $20,766,330 | 2023 |
| Iss Action, Inc. 401(K) Plan | Iss Action, Inc. | $11,387,746 | 2023 |
| Charlotte Behavioral Health Care, Inc. Retirement Plan | Charlotte Behavioral Health Care, Inc. | $10,478,055 | 2023 |
| Integrity Employee Leasing Retirement Plan | Integrity Employee Leasing, Inc. | $6,943,470 | 2023 |
| Integrity Employee Leasing Retirement Plan | Integrity Employee Leasing, Inc. | $6,943,470 | 2023 |
| Brian Helgemo 401(K) Profit Sharing Plan And Trust | Brian C. Helgemo, P.A. | $1,185,981 | 2023 |
| Happy Nest Of Sw Florida, Inc. 401(K) Profit Sharing Plan | Happy Nest Of Sw Florida, Inc. | $801,643 | 2023 |
| Iss Action, Inc. Health & Welfare Plan | Iss Action, Inc. | $680,508 | 2023 |
| Jg Waypoint Corp. 401k Profit Sharing Plan | Jg Waypoint Corp. | $381,994 | 2023 |
| Crystal Resorts Inc. Retirement Plan | Crystal Resorts Inc. | $377,841 | 2023 |
| Rabmcs, Inc 401(K) Plan | Rabmcs, Inc | $345,072 | 2023 |
| Mlcd Pool Corp 401(K) Plan | Mlcd Pool Corp | $269,996 | 2023 |
| Fhs Ventures, Inc. Profit Sharing Plan | Fhs Ventures, Inc. | $229,252 | 2023 |
| Kulae Inc. Retirement Plan | Kulae Inc. | $206,603 | 2023 |
| Kampro Enterprises, Inc. 401k Profit Sharing Plan | Kampro Enterprises, Inc. | $196,810 | 2023 |
| Coffee 4 All Brewing, Inc. Retirement Plan | Coffee 4 All Brewing, Inc. | $170,828 | 2023 |
| Haynie Holding Retirement Plan | Haynie Holding Company | $152,166 | 2023 |
| Lail Accounting Services, Inc. 401(K) Plan | Lail Accounting Services, Inc. | $118,071 | 2023 |
| Hevavheyod Inc. Retirement Plan | Hevavheyod Inc. | $117,804 | 2023 |
| Apb Logistics, Inc. 401(K) Plan | Apb Logistics, Inc. | $50,858 | 2023 |
| George A. Sanchez, D.M.D 401(K) Profit Sharing Plan And Trust | George A. Sanchez D.M.D | $0 | 2023 |
| Mcr Oil And Gas Specialists 401(K) Plan & Trust | Mcr Compression Services, LLC | $0 | 2023 |
| Integrity Employee Leasing, Inc. Flexible Benefits Plan | Integrity Employee Leasing, Inc. | not reported in the loaded dataset | 2023 |
| Charlotte Behavioral Health Care Welfare Benefits Plan | Charlotte Behavioral Health, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Punta Gorda → · Punta Gorda plans by participants → · Punta Gorda plans with financial data → · Punta Gorda plans with provider compensation → · $1B+ plans in Punta Gorda →
Related Form 5500 pages
- All FL Form 5500 filings
- Farr Retirement Plan (plan 002)
- Farr, Farr, Emerich, Hackett, Carr, And Holmes, P.A. — all reported plans
- Iss Action, Inc. 401(K) Plan (plan 003)
- Iss Action, Inc. — all reported plans
- Charlotte Behavioral Health Care, Inc. Retirement Plan (plan 001)
- Charlotte Behavioral Health Care, Inc. — all reported plans
- Integrity Employee Leasing Retirement Plan (plan 001)
- Integrity Employee Leasing, Inc. — all reported plans
- Integrity Employee Leasing Retirement Plan (plan 002)
- Brian Helgemo 401(K) Profit Sharing Plan And Trust (plan 001)
- Brian C. Helgemo, P.A. — all reported plans
- Happy Nest Of Sw Florida, Inc. 401(K) Profit Sharing Plan (plan 001)
- Happy Nest Of Sw Florida, Inc. — all reported plans
- Iss Action, Inc. Health & Welfare Plan (plan 501)
- Jg Waypoint Corp. 401k Profit Sharing Plan (plan 001)
- Jg Waypoint Corp. — all reported plans
- Crystal Resorts Inc. Retirement Plan (plan 001)
- Crystal Resorts Inc. — all reported plans
- Rabmcs, Inc 401(K) Plan (plan 001)
- Rabmcs, Inc — all reported plans
- Mlcd Pool Corp 401(K) Plan (plan 001)
- Mlcd Pool Corp — all reported plans
- Fhs Ventures, Inc. Profit Sharing Plan (plan 001)
- Fhs Ventures, Inc. — all reported plans
- Kulae Inc. Retirement Plan (plan 001)
- Kulae Inc. — all reported plans
- Kampro Enterprises, Inc. 401k Profit Sharing Plan (plan 001)
- Kampro Enterprises, Inc. — all reported plans
- Methodology
- Data sources