Casselberry, 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, Casselberry, FL has 12 loaded benefit plan(s) reported by 9 plan sponsor(s), with $42,508,040 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 12
- Plan sponsors
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $42,508,040
- Total reported liabilities (EOY)
- $77,884
- Total reported net assets (EOY)
- $42,430,156
Contributions & income
- Employer contributions
- $679,085
- Participant contributions
- $4,240,693
- Total income / additions
- $10,858,596
Expenses & distributions
- Benefits paid / distributions
- $2,388,869
- Total expenses
- $2,626,835
- Net increase / (decrease)
- $8,231,761
Coverage
- Total reported participants
- 11,608
- Plans with financial statements
- 6
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Casselberry, 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 |
|---|---|---|---|
| Sovereign Healthcare 401(K) Plan | Sovereign Healthcare Holdings, LLC | $28,301,885 | 2023 |
| Dynafire, LLC 401(K) P/S Plan | Dynafire, LLC | $7,149,587 | 2023 |
| The Geneva School 401(K) Retirement Plan | The Geneva School | $5,902,720 | 2023 |
| Employu 401(K) Plan | Employu, Inc. | $923,004 | 2023 |
| Jrq Venture Corp 401(K) Plan | Jrq Venture Corp | $145,735 | 2023 |
| Sage Progress, Inc. Profit Sharing Plan | Sage Progress, Inc. | $85,109 | 2023 |
| Inga Ellzey Billing Companies Group Benefits Plans | Inga Ellzey Billing Companies | not reported in the loaded dataset | 2023 |
| The Sovereign Healthcare Comprehensive Health And Welfare Plan | Sovereign Healthcare Holdings, LLC | not reported in the loaded dataset | 2023 |
| Employu Health And Welfare Plan | Employu, Inc. | not reported in the loaded dataset | 2023 |
| T & T Construction Management Group, Inc. | T & T Construction Management Group, Inc. | not reported in the loaded dataset | 2023 |
| Avant Healthcare Professionals Welfare Plan | Avant Healthcare Professionals, LLC | not reported in the loaded dataset | 2023 |
| Dynafire, LLC Health & Welfare Benefit Plan | Dynafire, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Casselberry → · Casselberry plans by participants → · Casselberry plans with financial data → · Casselberry plans with provider compensation → · $1B+ plans in Casselberry →
Related Form 5500 pages
- All FL Form 5500 filings
- Sovereign Healthcare 401(K) Plan (plan 001)
- Sovereign Healthcare Holdings, LLC — all reported plans
- Dynafire, LLC 401(K) P/S Plan (plan 001)
- Dynafire, LLC — all reported plans
- The Geneva School 401(K) Retirement Plan (plan 001)
- The Geneva School — all reported plans
- Employu 401(K) Plan (plan 001)
- Employu, Inc. — all reported plans
- Jrq Venture Corp 401(K) Plan (plan 001)
- Jrq Venture Corp — all reported plans
- Sage Progress, Inc. Profit Sharing Plan (plan 001)
- Sage Progress, Inc. — all reported plans
- Inga Ellzey Billing Companies Group Benefits Plans (plan 510)
- Inga Ellzey Billing Companies — all reported plans
- The Sovereign Healthcare Comprehensive Health And Welfare Plan (plan 501)
- Employu Health And Welfare Plan (plan 501)
- T & T Construction Management Group, Inc. (plan 501)
- T & T Construction Management Group, Inc. — all reported plans
- Avant Healthcare Professionals Welfare Plan (plan 501)
- Avant Healthcare Professionals, LLC — all reported plans
- Dynafire, LLC Health & Welfare Benefit Plan (plan 501)
- Methodology
- Data sources