Plan5500

Lake Merial, 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 Merial, FL has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $3,720,907 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Lake Merial

  • 1 loaded plans hold $3.7M in reported assets across 1 sponsors.
  • The largest, Deer Point Cove Land Company Profit Sharing Trust, holds 100% of reported Lake Merial plan assets.
  • Plans cover 2 participants — about 2 per plan.
  • 100% 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$3.7MSummed across loaded plans$3,720,907
Total reported assets$3.7M$3,720,907
Total reported participants2
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$3.7M total assets
Net assets$3.7MLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$157.3K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$157.3K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lake Merial, 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 Merial market comparison

Largest plan share of assets100%Deer Point Cove Land Company Profit Sharing Trust
Participants per plan2Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Lake Merial

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

  1. 1
    Deer Point Cove Land Company Profit Sharing Trust$3.7M
    Deer Point Cove Land Company · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lake Merial, FL?
1 plan(s) reported by 1 sponsor(s) are loaded for Lake Merial, FL.

Related Form 5500 pages