Lake City, 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 City, FL has 9 loaded benefit plan(s) reported by 6 plan sponsor(s), with $136,721,535 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $136,721,535
- Total reported liabilities (EOY)
- $30,279
- Total reported net assets (EOY)
- $136,691,256
Contributions & income
- Employer contributions
- $5,097,036
- Participant contributions
- $7,705,637
- Total income / additions
- $35,053,404
Expenses & distributions
- Benefits paid / distributions
- $13,654,171
- Total expenses
- $14,393,988
- Net increase / (decrease)
- $20,659,416
Coverage
- Total reported participants
- 4,984
- Plans with financial statements
- 6
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lake City, 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 |
|---|---|---|---|
| First Federal Bank 401(K) Profit Sharing Plan | First Federal Bank | $84,816,200 | 2023 |
| Anderson Columbia Co., Inc. 401(K) Salary Reduction Plan | Anderson Columbia Co., Inc. | $38,454,707 | 2023 |
| Baya Pharmacy 401k Retirement Plan | Gateway Prescription Center Inc | $7,126,158 | 2023 |
| Johnson & Johnson, Inc. 401(K) Profit Sharing Plan And Trust | Johnson & Johnson, Inc. | $3,640,169 | 2023 |
| Rockford Realty 401k Plan | Rockford Realty Group, LLC | $1,528,561 | 2023 |
| Frenvey, Inc. Profit Sharing Plan | Frenvey, Inc. | $1,155,740 | 2023 |
| Anderson Columbia Co Inc And Affiliates Flexible Benefits Plan | Anderson Columbia Co Inc And Affiliates | not reported in the loaded dataset | 2023 |
| Johnson & Johnson, Inc. Health And Welfare Plan | Johnson & Johnson, Inc. | not reported in the loaded dataset | 2023 |
| First Federal Cafeteria Plan | First Federal Bank | not reported in the loaded dataset | 2023 |
Largest plans in Lake City → · Lake City plans by participants → · Lake City plans with financial data → · Lake City plans with provider compensation → · $1B+ plans in Lake City →
Related Form 5500 pages
- All FL Form 5500 filings
- First Federal Bank 401(K) Profit Sharing Plan (plan 001)
- First Federal Bank — all reported plans
- Anderson Columbia Co., Inc. 401(K) Salary Reduction Plan (plan 001)
- Anderson Columbia Co., Inc. — all reported plans
- Baya Pharmacy 401k Retirement Plan (plan 001)
- Gateway Prescription Center Inc — all reported plans
- Johnson & Johnson, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Johnson & Johnson, Inc. — all reported plans
- Rockford Realty 401k Plan (plan 001)
- Rockford Realty Group, LLC — all reported plans
- Frenvey, Inc. Profit Sharing Plan (plan 001)
- Frenvey, Inc. — all reported plans
- Anderson Columbia Co Inc And Affiliates Flexible Benefits Plan (plan 501)
- Johnson & Johnson, Inc. Health And Welfare Plan (plan 501)
- First Federal Cafeteria Plan (plan 501)
- Methodology
- Data sources