Homosassa, 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, Homosassa, FL has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $45,535,130 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
6
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$45,535,130
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$45,535,130

Contributions & income

Employer contributions
$782,103
Participant contributions
$3,506,590
Total income / additions
$11,692,023

Expenses & distributions

Benefits paid / distributions
$2,884,754
Total expenses
$3,110,104
Net increase / (decrease)
$8,581,919

Coverage

Total reported participants
3,285
Plans with financial statements
4
Plans with provider compensation
1

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

Largest loaded plans in Homosassa, FL
PlanSponsorReported assets (EOY)Year
Tmc 401(K) Retirement Savings PlanTherapy Management Corporation$39,802,9142023
Gkg Storage, Inc. Retirement PlanGkg Storage, Inc.$4,533,3442023
R & J Consumer Enterprises, Inc. 401k Profit Sharing PlanR & J Consumer Enterprises, Inc.$1,140,0872023
Kelly Keen Enterprises, Inc. 401(K) Profit Sharing PlanKelly Keen Enterprises, Inc.$58,7852023
Love Motors, Inc. Ancillary Benefits PlanLove Motors, Inc.not reported in the loaded dataset2023
Neighborhood Restaurant Partners Florida Welfare Benefit PlanNeighborhood Restaurant Partners Florida, LLCnot reported in the loaded dataset2023
Therapy Management Corp Group Insurance PlanTherapy Management Corporationnot reported in the loaded dataset2023

Related Form 5500 pages