Plan5500

Crystal River, 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, Crystal River, FL has 11 loaded benefit plan(s) reported by 8 plan sponsor(s), with $38,028,139 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
8
Latest filing year
2023

What stands out in Crystal River

  • 11 loaded plans hold $38M in reported assets across 8 sponsors.
  • The largest, Citrus Pulmonary Consultants And Sleep Disorders Center Retirement Plan, holds 23% of reported Crystal River plan assets.
  • Plans cover 3,218 participants — about 293 per plan.
  • 64% of loaded plans report full Schedule H/I financial statements.
  • 18% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$38MSummed across loaded plans$37,956,029
Total reported assets$38M$38,028,139
Total reported participants3.2K3,218
Total reported liabilities$72.1K$72,110

Reported net position

Reported assets = net assets + liabilities (summed)$38M total assets
Net assets$38MLiabilities$72.1K
Contributions & income
Employer contributions$1.9M
Participant contributions$2.3M
Total income / additions$10.6M
Expenses & distributions
Benefits paid / distributions$3M
Total expenses$3.1M
Net increase / (decrease)$7.5M

Data coverage

Plans with financial statements7 / 11 (64%)
Plans with provider compensation2 / 11 (18%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Crystal River, 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

Crystal River market comparison

Largest plan share of assets23%Citrus Pulmonary Consultants And Sleep Disorders Center Retirement Plan
Participants per plan293Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Crystal River

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

  1. 1
    Citrus Pulmonary Consultants And Sleep Disorders Center Retirement Plan$8.9M
    Manoj B. Shukla, M.D., P.A. · 2023
  2. 2
    F&H Contractors 401(K) Plan$8.3M
    F&H Electrical Contractors, Inc. · 2023
  3. 3
    Health Services Management, Inc. 401(K) Plan$8M
    Health Services Management, Inc. · 2023
  4. 4
    Bikkasani, Ram, Hellstern And Chandrupatla, M.D., P.A. 401(K) Profit Sharing Plan$6.3M
    Bikkasani, Ram, Hellstern And Chandrupatla, P.A. · 2023
  5. 5
    Vanness & Vanness, P.A. Cash Balance Plan$3.8M
    Vanness & Vanness, P.A. · 2023
  6. 6
    Early Learning Coalition Of The Nature Coast 403(B) Plan$2.8M
    Early Learning Coalition Of The Nature · 2023
  7. 7
    Panda Bear Holdings, Inc. Profit Sharing Plan$0
    Panda Bear Holdings, Inc. · 2023
  8. 8
    Group Term Life Group Ad&Dnot reported in the loaded dataset
    Crystal Motor Car Company Inc. · 2023
  9. 9
    Crystal Motor Car Company Employee Dental Plannot reported in the loaded dataset
    Crystal Motor Car Company Inc. · 2023
  10. 10
    Crystal Motors Employee Benefit Plannot reported in the loaded dataset
    Crystal Motor Car Company Inc. · 2023
  11. 11
    F & H Electrical Contractors, Inc. Health And Welfare Plannot reported in the loaded dataset
    F & H Electrical Contractors, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Crystal River, FL?
11 plan(s) reported by 8 sponsor(s) are loaded for Crystal River, FL.

Related Form 5500 pages