Plan5500

Lady Lake, 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, Lady Lake, FL has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $441,125 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Lady Lake

  • 4 loaded plans hold $441.1K in reported assets across 4 sponsors.
  • The largest, Cc Carpe Diem Corporation Profit Sharing Plan, holds 57% of reported Lady Lake plan assets.
  • Plans cover 187 participants — about 47 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$441.1KSummed across loaded plans$441,125
Total reported assets$441.1K$441,125
Total reported participants187
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$441.1K total assets
Net assets$441.1KLiabilities$0
Contributions & income
Employer contributions$1.5K
Participant contributions$1.5K
Total income / additions$75.4K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$65
Net increase / (decrease)$75.4K

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation0 / 4 ()

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

Lady Lake market comparison

Largest plan share of assets57%Cc Carpe Diem Corporation Profit Sharing Plan
Participants per plan47Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Lady Lake

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

  1. 1
    Cc Carpe Diem Corporation Profit Sharing Plan$250K
    Cc Carpe Diem Corporation · 2023
  2. 2
    Dandie Dinmont Partners Inc. Retirement Plan$99.4K
    Dandie Dinmont Partners Inc. · 2023
  3. 3
    Innovative Companion Care Inc 401k Profit Sharing Plan$91.8K
    Innovative Companion Care Inc · 2023
  4. 4
    Premier Medical Associatesnot reported in the loaded dataset
    Premier Medical Associates · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lady Lake, FL?
4 plan(s) reported by 4 sponsor(s) are loaded for Lady Lake, FL.

Related Form 5500 pages