Search public Form 5500 filings

Plans

• planBond Clinic, P.A. Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $86.8Mreported assets (EOY)
  Sponsor: Bond & Steele Clinic, P.A.EIN: 59-1867898Plan: 002Participants: 476Assets: $86,827,320Location: Winter Haven, FLLatest: 2023
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• planProfit Sharing Plan For Employees Of Gessler Clinic, P.A.Financial statementProvider compensation2023 filing
  $49.3Mreported assets (EOY)
  Sponsor: Gessler Clinic P.A.EIN: 59-1407610Plan: 002Participants: 308Assets: $49,323,606Location: Winter Haven, FLLatest: 2023
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• planWinter Haven Hospital Pension PlanFinancial statementProvider compensation2023 filing
  $31.1Mreported assets (EOY)
  Sponsor: Winter Haven Hospital, Inc.EIN: 59-0724462Plan: 001Participants: 1,510Assets: $31,064,885Location: Winter Haven, FLLatest: 2023
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• planEye Specialists Of Mid-Florida, P.A. 401(K) PlanFinancial statementProvider compensation2023 filing
  $16.9Mreported assets (EOY)
  Sponsor: Eye Specialists Of Mid-Florida, P.A.EIN: 59-1268685Plan: 001Participants: 237Assets: $16,947,497Location: Winter Haven, FLLatest: 2023
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• planHaven Building Products Employee Stock Ownership PlanFinancial statement2023 filing
  $10.1Mreported assets (EOY)
  Sponsor: Dugger Investments Company, Inc. Dba Haven Building ProductsEIN: 59-2389612Plan: 001Participants: 86Assets: $10,054,249Location: Winter Haven, FLLatest: 2023
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• planCentral Florida Health Care, Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
  $8Mreported assets (EOY)
  Sponsor: Central Florida Health Care, Inc.EIN: 59-1404594Plan: 003Participants: 504Assets: $7,971,131Location: Winter Haven, FLLatest: 2023
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• planAll Saints Academy 403(B) Dc PlanFinancial statement2023 filing
  $5.3Mreported assets (EOY)
  Sponsor: All Saints AcademyEIN: 59-3246571Plan: 001Participants: 229Assets: $5,261,772Location: Winter Haven, FLLatest: 2023
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• planIndian River Transport Company 401(K) PlanFinancial statementProvider compensation2023 filing
  $5Mreported assets (EOY)
  Sponsor: Indian River Transport CompanyEIN: 59-3172232Plan: 001Participants: 411Assets: $5,041,678Location: Winter Haven, FLLatest: 2023
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