Life Management Center Of Northwest Florida, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Life Management Center Of Northwest Florida, Inc. (EIN 59-1375195) is a plan sponsor located in Panama City, FL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
59-1375195
Location
Panama City, FL
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$8,207,674
Total reported liabilities (EOY)
$129,754
Total reported net assets (EOY)
$8,077,920

Contributions & income

Employer contributions
$259,388
Participant contributions
$170,875
Total income / additions
$876,852

Expenses & distributions

Benefits paid / distributions
$332,488
Total expenses
$354,414
Net increase / (decrease)
$522,438

Coverage

Total reported participants
695
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Life Management Center Of Northwest Florida, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Life Management Center Of Northwest Florida, Inc. Money Accumulation Pension Plan And Trust001245$4,298,6832023
Life Management Center Of Northwest Florida, Inc. 403(B) Plan002283$3,908,9912023
Life Management Of Northwest Florida Group Insurance Plan501167not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Life Management Center Of Northwest Florida, Inc.
YearPlanParticipantsSchedulesFiling
2023Life Management Of Northwest Florida Group Insurance Plan16720250501182514NAL0007521378001
2023Life Management Center Of Northwest Florida, Inc. Money Accumulation Pension Plan And Trust245H, C20250710152334NAL0004149331001
2023Life Management Center Of Northwest Florida, Inc. 403(B) Plan283H, C20250710154135NAL0005675521001

Related Form 5500 pages