Fort Myers Beach, 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, Fort Myers Beach, FL has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $5,561,639 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 3
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $5,561,639
- Total reported liabilities (EOY)
- $906
- Total reported net assets (EOY)
- $5,560,733
Contributions & income
- Employer contributions
- $103,621
- Participant contributions
- $199,753
- Total income / additions
- $1,155,479
Expenses & distributions
- Benefits paid / distributions
- $2,189,755
- Total expenses
- $2,220,830
- Net increase / (decrease)
- -$1,065,351
Coverage
- Total reported participants
- 238
- Plans with financial statements
- 2
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fort Myers Beach, 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 |
|---|---|---|---|
| Sunstream Hotels & Resorts Retirement Plan | Sunstream Hotels & Resorts, LLC | $5,561,639 | 2023 |
| Tre And Amy Inc. Retirement Plan | Tre And Amy Inc. | $0 | 2023 |
| Sunstream Hotels & Resorts, LLC Employee Welfare Benefit Plan | Sunstream Hotels & Resorts, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Fort Myers Beach → · Fort Myers Beach plans by participants → · Fort Myers Beach plans with financial data → · Fort Myers Beach plans with provider compensation → · $1B+ plans in Fort Myers Beach →
Related Form 5500 pages
- All FL Form 5500 filings
- Sunstream Hotels & Resorts Retirement Plan (plan 001)
- Sunstream Hotels & Resorts, LLC — all reported plans
- Tre And Amy Inc. Retirement Plan (plan 001)
- Tre And Amy Inc. — all reported plans
- Sunstream Hotels & Resorts, LLC Employee Welfare Benefit Plan (plan 502)
- Methodology
- Data sources