Windermere, 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, Windermere, FL has 14 loaded benefit plan(s) reported by 13 plan sponsor(s), with $47,265,883 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 14
- Plan sponsors
- 13
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $47,265,883
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $47,228,818
Contributions & income
- Employer contributions
- $981,110
- Participant contributions
- $4,428,258
- Total income / additions
- $11,921,474
Expenses & distributions
- Benefits paid / distributions
- $3,283,636
- Total expenses
- $3,714,974
- Net increase / (decrease)
- $8,206,500
Coverage
- Total reported participants
- 2,313
- Plans with financial statements
- 13
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Windermere, 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 |
|---|---|---|---|
| Tavistock 401(K) Plan | Tavistock Corporation | $35,439,981 | 2023 |
| Fresh Express Plant Workers Savings And Investment | Fresh Express, Incorporated | $5,650,244 | 2023 |
| Skylink Technology, Inc. 401(K) Plan | Skylink Technology, Inc. | $3,362,420 | 2023 |
| Blackstad Inc 401k Profit Sharing Plan | Blackstad Inc | $852,326 | 2023 |
| Rabbit Tiger Inc. 401(K) Plan | Rabbit Tiger Inc. | $515,880 | 2023 |
| D & B Grocery, Inc. Profit Sharing Plan | D & B Grocery, Inc. | $397,688 | 2023 |
| Tolan Insurance Group Retirement Plan | Tolan Insurance Group, Inc. | $335,668 | 2023 |
| Peak Homes, Inc. Retirement Plan | Peak Homes, Inc. | $255,707 | 2023 |
| Naute Eyewear Inc. 401(K) Plan | Naute Eyewear Inc. | $233,407 | 2023 |
| Grayt Healthcare, Inc. 401(K) Profit Sharing Plan | Grayt Healthcare, Inc. | $97,002 | 2023 |
| Exfarma Corporation 401(K) Plan | Exfarma Corporation | $85,263 | 2023 |
| Palmate, LLC 401(K) Plan | Palmate, LLC | $37,065 | 2023 |
| Unrivaled Home & Business Services, Inc. 401(K) Profit Sharing Plan | Unrivaled Home & Business Services, Inc. | $3,232 | 2023 |
| Tavistock Health Management Company, LLC Health & Welfare Benefit Plan | Tavistock Health Management Company, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Windermere → · Windermere plans by participants → · Windermere plans with financial data → · Windermere plans with provider compensation → · $1B+ plans in Windermere →
Related Form 5500 pages
- All FL Form 5500 filings
- Tavistock 401(K) Plan (plan 002)
- Tavistock Corporation — all reported plans
- Fresh Express Plant Workers Savings And Investment (plan 001)
- Fresh Express, Incorporated — all reported plans
- Skylink Technology, Inc. 401(K) Plan (plan 001)
- Skylink Technology, Inc. — all reported plans
- Blackstad Inc 401k Profit Sharing Plan (plan 001)
- Blackstad Inc — all reported plans
- Rabbit Tiger Inc. 401(K) Plan (plan 001)
- Rabbit Tiger Inc. — all reported plans
- D & B Grocery, Inc. Profit Sharing Plan (plan 001)
- D & B Grocery, Inc. — all reported plans
- Tolan Insurance Group Retirement Plan (plan 001)
- Tolan Insurance Group, Inc. — all reported plans
- Peak Homes, Inc. Retirement Plan (plan 001)
- Peak Homes, Inc. — all reported plans
- Naute Eyewear Inc. 401(K) Plan (plan 001)
- Naute Eyewear Inc. — all reported plans
- Grayt Healthcare, Inc. 401(K) Profit Sharing Plan (plan 001)
- Grayt Healthcare, Inc. — all reported plans
- Exfarma Corporation 401(K) Plan (plan 001)
- Exfarma Corporation — all reported plans
- Palmate, LLC 401(K) Plan (plan 001)
- Palmate, LLC — all reported plans
- Unrivaled Home & Business Services, Inc. 401(K) Profit Sharing Plan (plan 001)
- Unrivaled Home & Business Services, Inc. — all reported plans
- Tavistock Health Management Company, LLC Health & Welfare Benefit Plan (plan 501)
- Methodology
- Data sources