Wesley Chapel, 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, Wesley Chapel, FL has 24 loaded benefit plan(s) reported by 23 plan sponsor(s), with $40,155,946 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
23
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$40,155,946
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$40,155,946

Contributions & income

Employer contributions
$468,077
Participant contributions
$2,981,501
Total income / additions
$10,437,075

Expenses & distributions

Benefits paid / distributions
$7,243,454
Total expenses
$7,464,492
Net increase / (decrease)
$2,972,583

Coverage

Total reported participants
1,102
Plans with financial statements
23
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Wesley Chapel, 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 Wesley Chapel, FL
PlanSponsorReported assets (EOY)Year
American Consulting Professionals, LLC 401(K) PlanAmerican Consulting Engineers Of Florida, LLC$13,523,0252023
Parks Motors 401(K) PlanMuirfield Inc. D/B/A Parks Ford Of Wesley Chapel$8,872,7482023
Lexus Of Wesley Chapel 401(K) PlanGrace Wins, LLC$6,868,7452023
Volkswagen Of Wesley Chapel 401(K) PlanS & D Auto Werks, LLC Dba Volkswagen Of Wesley Chapel$3,473,1262023
Bill Nye Realty, Inc. 401(K) Profit Sharing PlanBill Nye Realty, Inc.$1,892,8332023
Bigger Bags, Inc. Profit Sharing PlanBigger Bags, Inc.$1,772,2152023
Valex, Inc. 401k Profit Sharing PlanValex, Inc.$1,710,8062023
Char-Den Worldwide, Inc. 401(K) PlanChar-Den Worldwide, Inc.$498,8762023
Dogsmith Franchise Services, Inc. 401k PlanDogsmith Franchise Services, Inc.$411,8392023
Mcswain Wellness Inc. Retirement PlanMcswain Wellness Inc.$313,7792023
Richter Ventures Retirement PlanRichter Ventures, Inc.$259,0612023
Raib Corp 401(K) PlanRaib Corp$201,8752023
Live Life Abundantly, Inc. 401(K) PlanLive Life Abundantly, Inc.$145,8112023
Fruitevo Inc 401(K) PlanFruitevo Inc$129,1052023
Sff And T Transport Inc 401k PlanSff And T Transport Inc$50,0002023
Ten Nine Enterprise, Inc. 401k Profit Sharing PlanTen Nine Enterprise, Inc.$26,5392023
Rojas Delgado Inc. Retirement PlanRojas Delgado Inc.$3,9022023
Krb Vent 401kKrb Ventures Inc.$8462023
Team Jgp, Inc. 401k Profit Sharing PlanTeam Jgp, Inc.$8152023
Comet Infusion Co 401k PlanComet Infusion Co$02023
Everyday Elegance, Co. 401(K) PlanEveryday Elegance, Co.$02023
Pwl Autospa Inc. Retirement PlanPwl Autospa Inc.$02023
Datamentors, LLC 401(K) Profit Sharing PlanDatamentors, LLC$02023
Grace Wins, LLC Employee Welfare Benefit PlanGrace Wins, LLCnot reported in the loaded dataset2023

Related Form 5500 pages