Plan5500

Lake Alfred, 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, Lake Alfred, FL has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $3,827,264 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

What stands out in Lake Alfred

  • 5 loaded plans hold $3.8M in reported assets across 4 sponsors.
  • The largest, The Agricultural And Labor Program, Inc. Retirement Plan, holds 94% of reported Lake Alfred plan assets.
  • Plans cover 1,240 participants — about 248 per plan.
  • 40% 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$3.8MSummed across loaded plans$3,827,264
Total reported assets$3.8M$3,827,264
Total reported participants1.2K1,240
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.8M total assets
Net assets$3.8MLiabilities$0
Contributions & income
Employer contributions$217.2K
Participant contributions$134.2K
Total income / additions$348.9K
Expenses & distributions
Benefits paid / distributions$326.2K
Total expenses$330.2K
Net increase / (decrease)$18.7K

Data coverage

Plans with financial statements2 / 5 (40%)
Plans with provider compensation0 / 5 ()

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

Lake Alfred market comparison

Largest plan share of assets94%The Agricultural And Labor Program, Inc. Retirement Plan
Participants per plan248Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Lake Alfred

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

  1. 1
    The Agricultural And Labor Program, Inc. Retirement Plan$3.6M
    The Agricultural And Labor Program, Inc. · 2023
  2. 2
    Citrus Shores Inc. Retirement Plan$228.2K
    Citrus Shores Inc. · 2023
  3. 3
    Caribean Distillers, LLC Health And Welfare Plannot reported in the loaded dataset
    Caribbean Distillers, LLC · 2023
  4. 4
    The Agricultural And Labor Program, Inc. Welfare Benefit Plannot reported in the loaded dataset
    The Agricultural And Labor Program, Inc. · 2023
  5. 5
    Caribean Distillers, LLC Health And Welfare Plannot reported in the loaded dataset
    Auburndale Plant Holdings LLC Dba Caribbean Distillers, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages