Sanford, 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, Sanford, FL has 68 loaded benefit plan(s) reported by 45 plan sponsor(s), with $407,201,293 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
68
Plan sponsors
45
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$407,201,293
Total reported liabilities (EOY)
$42,544,848
Total reported net assets (EOY)
$364,656,445

Contributions & income

Employer contributions
$16,089,633
Participant contributions
$22,746,990
Total income / additions
$126,909,252

Expenses & distributions

Benefits paid / distributions
$67,277,163
Total expenses
$68,634,979
Net increase / (decrease)
$58,274,273

Coverage

Total reported participants
17,800
Plans with financial statements
37
Plans with provider compensation
19

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sanford, 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 Sanford, FL
PlanSponsorReported assets (EOY)Year
Wiginton Corporation EsopWiginton Corporation$90,301,4512023
Wharton-Smith, Inc. 401(K) Plan And TrustWharton-Smith, Inc.$67,489,5752023
Cph Consulting, LLC 401(K) Profit Sharing PlanCph Consulting, LLC$39,987,4292023
Tbi Airport Management, Inc. Employee Savings PlanTbi Airport Management, Inc.$32,907,4172023
Wiginton Corporation 401(K) Retirement PlanWiginton Corporation$31,584,4342023
Online Labels Group Retirement PlanOnline Labels Group, LLC$15,391,9872023
403(B) Thrift Plan Of Central Florida Family Health Center, Inc. D/B/A True HealthCentral Florida Family Health Center, Inc. D/B/A True Health$13,271,4972023
Weathermaster Building Products, Inc. Employee Stock Ownership PlanWeathermaster Building Products, Inc.$12,711,3652023
The Father'S Table LLC 401(K) PlanThe Fathers Table LLC$11,990,5872023
Paradies Gifts, Inc. Employee Stock Ownership PlanParadies Gifts, Inc.$11,925,9242023
High Reach Company, LLC Retirement Savings PlanHigh Reach Company, LLC$10,130,5052023
Southern Fire Protection Of Orlando, Inc. Employee Stock Ownership PlanSouthern Fire Protection Of Orlando, Inc.$9,684,7412023
Del-Air Profit Sharing PlanDel-Air Heating, Air Conditioning & Refrigeration, Inc.$8,279,9112023
The Briar Team, LLC 401(K) Profit Sharing PlanThe Briar Team, LLC$7,649,6932023
Wayne Densch, Inc. 401(K) PlanWayne Densch, Inc.$7,022,6092023
Strada Services, LLC 401(K) Retirement PlanStrada Services, LLC$5,787,1942023
Jon M. Hall Company, LLC 401(K) PlanJon M. Hall Company, LLC$5,545,9922023
Hudson'S Furniture Showroom, Inc. 401(K) Profit Sharing PlanHudsons Furniture Showroom, Inc.$4,501,4632023
Morton Electric, Inc. 401k Plan & TrustMorton Electric, Inc.$3,978,7112023
Wgt Inc 401(K) PlanWgt Inc$3,949,4152023
Earnest Products, Inc. 401(K) PlanEarnest Products, Inc.$2,978,4782023
K&K Electric, Inc. Employee Stock Ownership PlanK&K Electric, Inc$2,503,5242023
Flextrude Aluminum Shapes 401(K) PlanFlextrude Aluminum Shapes LLC$1,280,3872023
Wal-Rose, Inc. 401(K) Profit Sharing Plan & TrustWal-Rose Inc$1,081,7822023
Chad L. Olson Enterprises 401k Retirement PlanChad L. Olson Enterprises, Inc.$1,019,7342023

Related Form 5500 pages