Plan5500

Clermont, 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, Clermont, FL has 14 loaded benefit plan(s) reported by 13 plan sponsor(s), with $11,454,307 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
14
Plan sponsors
13
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.4MSummed across loaded plans$11,436,468
Total reported assets$11.5M$11,454,307
Total reported participants2K2,043
Total reported liabilities$17.8K$17,839

Reported net position

Reported assets = net assets + liabilities (summed)$11.5M total assets
Net assets$11.4MLiabilities$17.8K
Contributions & income
Employer contributions$416.5K
Participant contributions$999.4K
Total income / additions$2.9M
Expenses & distributions
Benefits paid / distributions$705.6K
Total expenses$796.7K
Net increase / (decrease)$2.1M

Data coverage

Plans with financial statements10 / 14 (71%)
Plans with provider compensation3 / 14 (21%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Clermont, 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.

Computed from loaded plans

Clermont market comparison

Largest plan share of assets45%Special Olympics Florida, Inc. 401(K) Retirement Plan
Participants per plan146Average across loaded plans
Plan sponsors13
Ranked by reported assets

Largest loaded plans in Clermont

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Special Olympics Florida, Inc. 401(K) Retirement Plan$5.1M
    Special Olympics Florida, Inc. · 2023
  2. 2
    Jamo, Inc. Profit Sharing Plan$3.1M
    Jamo, Inc. · 2023
  3. 3
    Toyota Of Clermont 401k Plan$1.7M
    Clermont Motor Sales LLC · 2023
  4. 4
    Jws And Sons Inc. Retirement Plan$1M
    Jws And Sons Inc. · 2023
  5. 5
    Belair & Sons, Inc. Profit Sharing Plan$200K
    Belair & Sons, Inc. · 2023
  6. 6
    Select Smart, Inc. 401(K) Profit Sharing Plan$145.7K
    Select Smart, Inc. · 2023
  7. 7
    Bater Enterprise 401k$80.2K
    Bater Enterprise Inc. · 2023
  8. 8
    Jbm Family Inc. Retirement Plan$24.4K
    Jbm Family Inc. · 2023
  9. 9
    Club Exploria, LLC 401(K) Plan$17.8K
    Club Exploria, LLC · 2023
  10. 10
    Henderson Family Enterprise, Inc. 401(K) Plan$0
    Henderson Family Enterprise, Inc. · 2023
  11. 11
    Club Exploria Employee Benefit Plannot reported in the loaded dataset
    Club Exploria, LLC · 2023
  12. 12
    Kalos Services Health Plan -1not reported in the loaded dataset
    Kalos Services, Inc. · 2023
  13. 13
    Real Life Christian Church Of Clermont Inc.not reported in the loaded dataset
    Real Life Christian Church Of Clermont Inc. · 2023
  14. 14
    Vista Clinical Diagnostics, LLCnot reported in the loaded dataset
    Vista Clinical Diagnostics, LLC · 2023

Largest plans in Clermont → · Clermont plans by participants → · Clermont plans with financial data → · Clermont plans with provider compensation → · $1B+ plans in Clermont →

Related Form 5500 pages