Tarpon Springs, 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, Tarpon Springs, FL has 18 loaded benefit plan(s) reported by 17 plan sponsor(s), with $47,138,246 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 18
- Plan sponsors
- 17
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $47,138,246
- Total reported liabilities (EOY)
- $3,203,911
- Total reported net assets (EOY)
- $43,934,335
Contributions & income
- Employer contributions
- $1,392,317
- Participant contributions
- $3,423,707
- Total income / additions
- $13,474,468
Expenses & distributions
- Benefits paid / distributions
- $2,430,247
- Total expenses
- $2,656,059
- Net increase / (decrease)
- $10,818,409
Coverage
- Total reported participants
- 1,836
- Plans with financial statements
- 14
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Tarpon Springs, 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 |
|---|---|---|---|
| St. Luke'S Cataract And Laser Institute 401(K) Plan | St. Luke'S Cataract And Laser Institute, P.A. | $21,118,067 | 2023 |
| Hawkins Construction, Inc. 401(K) Profit Sharing Plan | Hawkins Construction, Inc. | $8,111,481 | 2023 |
| J. Kokolakis Contracting, Inc. Employee Stock Ownership Plan | J. Kokolakis Contracting, Inc. | $6,750,000 | 2023 |
| A-B-C Packaging Machine Corporation 401(K) Plan | A-B-C Packaging Machine Corporation | $5,398,392 | 2023 |
| Matter Brothers Furniture 401(K) Plan | Stewart'S Sleep Center, Inc | $4,233,925 | 2023 |
| Frankly Coastal, Inc. 401(K) Plan | Frankly Coastal, Inc. | $391,051 | 2023 |
| Real Print & Ship, Inc. 401(K) Plan | Real Print & Ship, Inc. | $308,497 | 2023 |
| Jabm Advisors, Inc. 401(K) Profit Sharing Plan | Jabm Advisors, Inc. | $300,604 | 2023 |
| Snf Lato Inc. 401(K) Plan | Snf Lato Inc. | $209,592 | 2023 |
| C-Tak, Inc. 401(K) Plan | C-Tak, Inc. | $112,319 | 2023 |
| Sheehan Enterprises Inc. 401(K) Plan | Sheehan Enterprises Inc. | $107,123 | 2023 |
| Helfand Consulting, Inc. Retirement Plan | Helfand Consulting, Inc. | $88,915 | 2023 |
| Herb Apotheker Invvestment Plan | Herb Apotheker, Inc. | $8,280 | 2023 |
| Dsh Services, Inc. D/B/A Home Helpers Safe-Harbor 401(K) Plan | Dsh Services, Inc. | $0 | 2023 |
| M&C Assemblies, Inc.'S Welfare Benefit Plan | M&C Assemblies, Inc. | not reported in the loaded dataset | 2023 |
| St. Luke'S Cataract & Laser Institute, P.A. Employee Benefit Plan | St. Lukes Cataract & Laser Institute, P.A. | not reported in the loaded dataset | 2023 |
| Hellas Bakery & Pita, Inc. Basic Life Insurance Plan | Hellas Bakery & Pita, Inc. | not reported in the loaded dataset | 2023 |
| Gmax Westshore, LLC Employee Benefit Plan | Gmax Westshore LLC | not reported in the loaded dataset | 2023 |
Largest plans in Tarpon Springs → · Tarpon Springs plans by participants → · Tarpon Springs plans with financial data → · Tarpon Springs plans with provider compensation → · $1B+ plans in Tarpon Springs →
Related Form 5500 pages
- All FL Form 5500 filings
- St. Luke'S Cataract And Laser Institute 401(K) Plan (plan 001)
- St. Luke'S Cataract And Laser Institute, P.A. — all reported plans
- Hawkins Construction, Inc. 401(K) Profit Sharing Plan (plan 001)
- Hawkins Construction, Inc. — all reported plans
- J. Kokolakis Contracting, Inc. Employee Stock Ownership Plan (plan 002)
- J. Kokolakis Contracting, Inc. — all reported plans
- A-B-C Packaging Machine Corporation 401(K) Plan (plan 002)
- A-B-C Packaging Machine Corporation — all reported plans
- Matter Brothers Furniture 401(K) Plan (plan 001)
- Stewart'S Sleep Center, Inc — all reported plans
- Frankly Coastal, Inc. 401(K) Plan (plan 001)
- Frankly Coastal, Inc. — all reported plans
- Real Print & Ship, Inc. 401(K) Plan (plan 001)
- Real Print & Ship, Inc. — all reported plans
- Jabm Advisors, Inc. 401(K) Profit Sharing Plan (plan 001)
- Jabm Advisors, Inc. — all reported plans
- Snf Lato Inc. 401(K) Plan (plan 001)
- Snf Lato Inc. — all reported plans
- C-Tak, Inc. 401(K) Plan (plan 001)
- C-Tak, Inc. — all reported plans
- Sheehan Enterprises Inc. 401(K) Plan (plan 001)
- Sheehan Enterprises Inc. — all reported plans
- Helfand Consulting, Inc. Retirement Plan (plan 001)
- Helfand Consulting, Inc. — all reported plans
- Herb Apotheker Invvestment Plan (plan 001)
- Herb Apotheker, Inc. — all reported plans
- Dsh Services, Inc. D/B/A Home Helpers Safe-Harbor 401(K) Plan (plan 001)
- Dsh Services, Inc. — all reported plans
- M&C Assemblies, Inc.'S Welfare Benefit Plan (plan 501)
- M&C Assemblies, Inc. — all reported plans
- Methodology
- Data sources