Plan5500

Englewood, 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, Englewood, FL has 8 loaded benefit plan(s) reported by 8 plan sponsor(s), with $9,345,505 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
8
Latest filing year
2023

What stands out in Englewood

  • 8 loaded plans hold $9.3M in reported assets across 8 sponsors.
  • The largest, Giffels-Webster Engineers, Inc. Florida 401(K) Plan, holds 29% of reported Englewood plan assets.
  • Plans cover 327 participants — about 41 per plan.
  • 88% of loaded plans report full Schedule H/I financial statements.
  • 13% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.9MSummed across loaded plans$5,863,268
Total reported assets$9.3M$9,345,505
Total reported participants327
Total reported liabilities$3.5M$3,482,237

Reported net position

Reported assets = net assets + liabilities (summed)$9.3M total assets
Net assets$5.9MLiabilities$3.5M
Contributions & income
Employer contributions$395.9K
Participant contributions$602.9K
Total income / additions$3.6M
Expenses & distributions
Benefits paid / distributions$336.3K
Total expenses$412.1K
Net increase / (decrease)$3.2M

Data coverage

Plans with financial statements7 / 8 (88%)
Plans with provider compensation1 / 8 (13%)

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

Englewood market comparison

Largest plan share of assets29%Giffels-Webster Engineers, Inc. Florida 401(K) Plan
Participants per plan41Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Englewood

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

  1. 1
    Giffels-Webster Engineers, Inc. Florida 401(K) Plan$2.7M
    Giffels-Webster Engineers, Inc. · 2023
  2. 2
    Advocate Health 401(K) Plan$2.3M
    Advocate Health,LLC · 2023
  3. 3
    Symbiont Service Corporation Employee Stock Ownership Plan$1.9M
    Symbiont Service Corporation · 2023
  4. 4
    Ace Of Haze Enterprise, Inc 401(K) Plan$1M
    Ace Of Haze Enterprise, Inc · 2023
  5. 5
    Ladru Of Tennessee, Inc. 401k Profit Sharing Plan$622.6K
    Ladru Of Tennessee, Inc. · 2023
  6. 6
    L&P Pools, Inc. 401(K) Plan$422.1K
    L&P Pools, Inc. · 2023
  7. 7
    Cherubim Enterprises, Inc. 401(K) Plan$261K
    Cherubim Enterprises, Inc. · 2023
  8. 8
    Cheap Smokes LLC 401(K) Profit Sharing Plan & Trustnot reported in the loaded dataset
    Cheap Smokes LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages