Dunedin, 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, Dunedin, FL has 16 loaded benefit plan(s) reported by 14 plan sponsor(s), with $44,803,674 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 16
- Plan sponsors
- 14
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $44,803,674
- Total reported liabilities (EOY)
- $157
- Total reported net assets (EOY)
- $44,803,517
Contributions & income
- Employer contributions
- $2,234,246
- Participant contributions
- $2,317,598
- Total income / additions
- $10,705,852
Expenses & distributions
- Benefits paid / distributions
- $5,235,429
- Total expenses
- $5,316,836
- Net increase / (decrease)
- $5,389,016
Coverage
- Total reported participants
- 1,556
- Plans with financial statements
- 13
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Dunedin, 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 |
|---|---|---|---|
| Achieva Credit Union 401(K) Savings Plan | Achieva Credit Union | $41,018,252 | 2023 |
| Stevens & Stevens Investment Group Inc. Retirement Plan | Stevens & Stevens Investment Group Inc. | $1,585,360 | 2023 |
| Florida Insurance, Inc. 401(K) Profit Sharing Plan | Florida Insurance, Inc. | $1,002,500 | 2023 |
| J & S Business Enterprises Inc. 401(K) Plan | J & S Business Enterprises, Inc. | $458,661 | 2023 |
| Left Coast Loggerheads Corp. Retirement Plan | Left Coast Loggerheads Corp. | $177,074 | 2023 |
| Flomic Inc. 401(K) Plan | Flomic Inc. | $172,083 | 2023 |
| Truecare Of Tampabay Corp. 401(K) Profit Sharing Plan | Truecare Of Tampabay Corp. | $151,017 | 2023 |
| Peak Shine, Inc. 401(K) Profit Sharing Plan | Peak Shine, Inc. | $121,132 | 2023 |
| Jtj Fitness Group Inc. Retirement Plan | Jtj Fitness Group Inc. | $77,115 | 2023 |
| Borsht Ventures, Inc. 401(K) Plan | Borsht Ventures, Inc. | $40,448 | 2023 |
| Mease Life, Inc. 401(K) Retirement Plan | Mease Life, Inc. | $32 | 2023 |
| Suncoast Business Ventures, Inc. 401k Profit Sharing Plan | Suncoast Business Ventures, Inc. | $0 | 2023 |
| Toothless Inc 401(K) Plan | Toothless Inc | $0 | 2023 |
| Cft Enterprises, Inc. Welfare Benefit Plan | Cft Enterprises, Inc. | not reported in the loaded dataset | 2023 |
| Achieva Credit Union Health & Welfare Plan | Achieva Credit Union | not reported in the loaded dataset | 2023 |
| Mease Life, Inc. Flexible Benefit Premium Only Plan | Mease Life, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Dunedin → · Dunedin plans by participants → · Dunedin plans with financial data → · Dunedin plans with provider compensation → · $1B+ plans in Dunedin →
Related Form 5500 pages
- All FL Form 5500 filings
- Achieva Credit Union 401(K) Savings Plan (plan 002)
- Achieva Credit Union — all reported plans
- Stevens & Stevens Investment Group Inc. Retirement Plan (plan 001)
- Stevens & Stevens Investment Group Inc. — all reported plans
- Florida Insurance, Inc. 401(K) Profit Sharing Plan (plan 001)
- Florida Insurance, Inc. — all reported plans
- J & S Business Enterprises Inc. 401(K) Plan (plan 001)
- J & S Business Enterprises, Inc. — all reported plans
- Left Coast Loggerheads Corp. Retirement Plan (plan 001)
- Left Coast Loggerheads Corp. — all reported plans
- Flomic Inc. 401(K) Plan (plan 001)
- Flomic Inc. — all reported plans
- Truecare Of Tampabay Corp. 401(K) Profit Sharing Plan (plan 001)
- Truecare Of Tampabay Corp. — all reported plans
- Peak Shine, Inc. 401(K) Profit Sharing Plan (plan 001)
- Peak Shine, Inc. — all reported plans
- Jtj Fitness Group Inc. Retirement Plan (plan 001)
- Jtj Fitness Group Inc. — all reported plans
- Borsht Ventures, Inc. 401(K) Plan (plan 001)
- Borsht Ventures, Inc. — all reported plans
- Mease Life, Inc. 401(K) Retirement Plan (plan 001)
- Mease Life, Inc. — all reported plans
- Suncoast Business Ventures, Inc. 401k Profit Sharing Plan (plan 001)
- Suncoast Business Ventures, Inc. — all reported plans
- Toothless Inc 401(K) Plan (plan 001)
- Toothless Inc — all reported plans
- Cft Enterprises, Inc. Welfare Benefit Plan (plan 501)
- Cft Enterprises, Inc. — all reported plans
- Achieva Credit Union Health & Welfare Plan (plan 501)
- Methodology
- Data sources