Plan5500

Lake Placid, 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 Placid, FL has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $18,182,709 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Lake Placid

  • 3 loaded plans hold $18.2M in reported assets across 2 sponsors.
  • The largest, Lykes Retirement Savings Plan, holds 83% of reported Lake Placid plan assets.
  • Plans cover 303 participants — about 101 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 67% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$18.2MSummed across loaded plans$18,182,709
Total reported assets$18.2M$18,182,709
Total reported participants303
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$18.2M total assets
Net assets$18.2MLiabilities$0
Contributions & income
Employer contributions$392.9K
Participant contributions$569.8K
Total income / additions$3.2M
Expenses & distributions
Benefits paid / distributions$1.9M
Total expenses$2M
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

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

Largest plan share of assets83%Lykes Retirement Savings Plan
Participants per plan101Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Lake Placid

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

  1. 1
    Lykes Retirement Savings Plan$15M
    Lykes Bros. Inc. · 2023
  2. 2
    Family Medical Group, P.A. Employees 401(K) Plan$3.2M
    Family Medical Group, P.A. · 2023
  3. 3
    Lykes Bros Inc Group Welfare Plannot reported in the loaded dataset
    Lykes Bros Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lake Placid, FL?
3 plan(s) reported by 2 sponsor(s) are loaded for Lake Placid, FL.

Related Form 5500 pages