Plan5500

Village On The Isle Retirement Plan — Form 5500 plan (Southwest Florida Retirement Center Inc Dba Village On The Isle)

Plain-English plan 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, Village On The Isle Retirement Plan is a benefit plan reported by Southwest Florida Retirement Center Inc Dba Village On The Isle under EIN 59-1931148 and plan number 001. The latest loaded filing year is 2023. The filing reports 302 participants and $3,647,979 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.6MPlan net assets, end of year$3,647,979
Participants302Covered participants reported
Assets / participant$12.1KComputed: assets ÷ participants$12,079 (computed)
Provider compensation$24.5K2 Schedule C provider row(s)$24,485
Plan sponsor
Southwest Florida Retirement Center Inc Dba Village On The Isle
EIN
59-1931148
Plan number
001
Plan type
2
Location
Venice, FL
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    302 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.6M total assets
Net assets$3.6MLiabilities$0
Money in vs. money out
Total income / additions$956.5K
Total expenses$327K
Benefits paid / distributions$286.2K
Contributions
Employer$112K
Participant$468.5K
Full reported line items

Net assets

Total assets (EOY)
$3,647,979
Total liabilities (EOY)
$0
Net assets (EOY)
$3,647,979
Net assets (BOY)
$3,018,462

Income & contributions

Employer contributions
$112,004
Participant contributions
$468,518
Total contributions
$589,298
Total income / additions
$956,543

Expenses & distributions

Benefits paid
$286,219
Administrative expenses
$31,033
Total expenses
$327,026
Net increase / (decrease)
$629,517
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 19%Participant 81%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income30%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Lincoln National Corporation$19.3K
    RECORDKEEPER · Direct $19.3K · Indirect $0
  2. 2
    Merrill Lynch$5.2K
    BROKER · Direct $5.2K · Indirect $0

Related Form 5500 pages