Winter Garden, 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, Winter Garden, FL has 34 loaded benefit plan(s) reported by 30 plan sponsor(s), with $51,579,258 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 34
- Plan sponsors
- 30
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $51,579,258
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $51,579,258
Contributions & income
- Employer contributions
- $1,440,843
- Participant contributions
- $3,725,109
- Total income / additions
- $12,506,204
Expenses & distributions
- Benefits paid / distributions
- $6,478,844
- Total expenses
- $6,837,577
- Net increase / (decrease)
- $5,668,627
Coverage
- Total reported participants
- 4,356
- Plans with financial statements
- 24
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Winter Garden, 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 |
|---|---|---|---|
| Community Health Centers, Inc. 403(B) Retirement Plan | Community Health Centers, Inc. | $27,069,732 | 2023 |
| Florida Paints & Coatings LLC 401(K) Plan | Florida Paints & Coatings LLC | $6,495,732 | 2023 |
| Del-Air Investor Employee Ownership Plan | Del-Air Employee Investor I Corp. | $5,472,114 | 2023 |
| Storage Cap Leasing LLC 401(K) Profit Sharing Plan & Trust | Storage Cap Leasing LLC | $3,515,285 | 2023 |
| Recreation World, Inc. 401(K) Plan And Trust | Recreation World, Inc. | $2,482,285 | 2023 |
| Ajz Investment Group, LLC Retirement Savings Plan | Ajz Investment Group, LLC | $1,889,218 | 2023 |
| Treasured Cakes, Inc. Retirement Plan | Treasured Cakes, Inc. | $1,422,633 | 2023 |
| Oorja, Inc. 401(K) Plan | Oorja, Inc. | $592,727 | 2023 |
| Kpal Holdings, Inc. Retirement Plan | Kpal Holdings, Inc. | $561,600 | 2023 |
| Plant Street Acupuncture Inc. 401k Plan | Plant Street Acupuncture Inc. | $550,524 | 2023 |
| Deliberate Endeavors Inc. Retirement Plan | Deliberate Endeavors Inc. | $420,396 | 2023 |
| Sixth Kid Five Eleven Enterprises Corporation 401(K) Profit Sharing Plan | Sixth Kid Five Eleven Enterprises Corporation | $371,559 | 2023 |
| Khemai Enterprises, Inc. 401(K) Profit Sharing Plan | Khemai Enterprises, Inc. | $238,231 | 2023 |
| Amax Leadership Development, Inc. Retirement Plan | Amax Leadership Development, Inc. | $181,362 | 2023 |
| Kueffer Capital, Inc. 401(K) Plan | Kueffer Capital, Inc. | $133,257 | 2023 |
| Kyan Enterprises Incorporated Retirement Plan | Kyan Enterprises Incorporated | $58,729 | 2023 |
| Draw Symons Company Retirement Plan | Draw Symons Company | $48,842 | 2023 |
| Link Pharmacy, Inc. 401(K) Plan | Link Pharmacy, Inc. | $35,334 | 2023 |
| Entrepreneur Connections, Inc. 401(K) Profit Sharing Plan | Entrepreneur Connections, Inc. | $28,973 | 2023 |
| Sandhu Business Ventures Inc. Retirement Plan | Sandhu Business Ventures Inc. | $7,915 | 2023 |
| Wolf Creek Management Co., Inc. Retirement Plan | Wolf Creek Management Co., Inc. | $1,620 | 2023 |
| Tc3 Cakes, Inc. Retirement Plan | Tc3 Cakes, Inc. | $1,190 | 2023 |
| H & X Creative Holdings Inc. Retirement Plan | H & X Creative Holdings Inc. | $0 | 2023 |
| Evergreen Lifestyles Management 401(K) Profit Sharing & Trust | Evergreen Lifestyles Management | $0 | 2023 |
| Plateau Excavation Inc Cafeteria And Erisa Plan | Plateau Excavation Inc | not reported in the loaded dataset | 2023 |
Largest plans in Winter Garden → · Winter Garden plans by participants → · Winter Garden plans with financial data → · Winter Garden plans with provider compensation → · $1B+ plans in Winter Garden →
Related Form 5500 pages
- All FL Form 5500 filings
- Community Health Centers, Inc. 403(B) Retirement Plan (plan 001)
- Community Health Centers, Inc. — all reported plans
- Florida Paints & Coatings LLC 401(K) Plan (plan 001)
- Florida Paints & Coatings LLC — all reported plans
- Del-Air Investor Employee Ownership Plan (plan 001)
- Del-Air Employee Investor I Corp. — all reported plans
- Storage Cap Leasing LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Storage Cap Leasing LLC — all reported plans
- Recreation World, Inc. 401(K) Plan And Trust (plan 002)
- Recreation World, Inc. — all reported plans
- Ajz Investment Group, LLC Retirement Savings Plan (plan 001)
- Ajz Investment Group, LLC — all reported plans
- Treasured Cakes, Inc. Retirement Plan (plan 001)
- Treasured Cakes, Inc. — all reported plans
- Oorja, Inc. 401(K) Plan (plan 001)
- Oorja, Inc. — all reported plans
- Kpal Holdings, Inc. Retirement Plan (plan 001)
- Kpal Holdings, Inc. — all reported plans
- Plant Street Acupuncture Inc. 401k Plan (plan 001)
- Plant Street Acupuncture Inc. — all reported plans
- Deliberate Endeavors Inc. Retirement Plan (plan 001)
- Deliberate Endeavors Inc. — all reported plans
- Sixth Kid Five Eleven Enterprises Corporation 401(K) Profit Sharing Plan (plan 001)
- Sixth Kid Five Eleven Enterprises Corporation — all reported plans
- Khemai Enterprises, Inc. 401(K) Profit Sharing Plan (plan 001)
- Khemai Enterprises, Inc. — all reported plans
- Amax Leadership Development, Inc. Retirement Plan (plan 001)
- Amax Leadership Development, Inc. — all reported plans
- Kueffer Capital, Inc. 401(K) Plan (plan 001)
- Kueffer Capital, Inc. — all reported plans
- Methodology
- Data sources