Inverness, 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, Inverness, FL has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $17,706,037 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $17,706,037
- Total reported liabilities (EOY)
- $384,587
- Total reported net assets (EOY)
- $17,321,450
Contributions & income
- Employer contributions
- $438,923
- Participant contributions
- $780,635
- Total income / additions
- $3,595,186
Expenses & distributions
- Benefits paid / distributions
- $1,412,605
- Total expenses
- $1,448,538
- Net increase / (decrease)
- $2,146,648
Coverage
- Total reported participants
- 423
- Plans with financial statements
- 5
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Inverness, 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 |
|---|---|---|---|
| Citrus Cardiology Consultants, Pa Profit Sharing Plan | Citrus Cardiology Consultants, Pa | $15,851,509 | 2023 |
| Jon Frankel, M.D., P.A. Profit Sharing Plan And Trust | Jon Frankel, M.D., P.A. | $1,377,684 | 2023 |
| Summit Quest Inc 401 K Plan | Summit Quest Inc | $376,824 | 2023 |
| Vrs Global, Inc. 401(K) Plan | Vrs Global, Inc. | $100,020 | 2023 |
| Yellow Dog Enterprises, Inc. Retirement Plan | Yellow Dog Enterprises, Inc. | $0 | 2023 |
| Citrus Cardiology Benefit Plan | Citrus Cardiology Consultants Pa | not reported in the loaded dataset | 2023 |
Largest plans in Inverness → · Inverness plans by participants → · Inverness plans with financial data → · Inverness plans with provider compensation → · $1B+ plans in Inverness →
Related Form 5500 pages
- All FL Form 5500 filings
- Citrus Cardiology Consultants, Pa Profit Sharing Plan (plan 002)
- Citrus Cardiology Consultants, Pa — all reported plans
- Jon Frankel, M.D., P.A. Profit Sharing Plan And Trust (plan 001)
- Jon Frankel, M.D., P.A. — all reported plans
- Summit Quest Inc 401 K Plan (plan 001)
- Summit Quest Inc — all reported plans
- Vrs Global, Inc. 401(K) Plan (plan 001)
- Vrs Global, Inc. — all reported plans
- Yellow Dog Enterprises, Inc. Retirement Plan (plan 001)
- Yellow Dog Enterprises, Inc. — all reported plans
- Citrus Cardiology Benefit Plan (plan 501)
- Methodology
- Data sources