Lantana, 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, Lantana, FL has 9 loaded benefit plan(s) reported by 8 plan sponsor(s), with $38,605,636 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
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $38,605,636
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $38,605,636
Contributions & income
- Employer contributions
- $1,112,556
- Participant contributions
- $1,927,528
- Total income / additions
- $11,229,641
Expenses & distributions
- Benefits paid / distributions
- $2,043,349
- Total expenses
- $2,154,813
- Net increase / (decrease)
- $9,074,828
Coverage
- Total reported participants
- 698
- Plans with financial statements
- 8
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lantana, 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 |
|---|---|---|---|
| Johnson-Davis Incorporated Savings & Retirement Plan | Johnson-Davis Incorporated | $10,811,460 | 2023 |
| Image International Manufacturing, LLC 401(K) Plan | Image International Manufacturing, LLC | $10,731,343 | 2023 |
| Cctv Camera Pros, LLC 401(K) Plan | Cctv Camera Pros, LLC | $6,798,092 | 2023 |
| High Ridge Country Club, Inc. 401(K) Plan | High Ridge Country Club, Inc. | $4,236,371 | 2023 |
| Half Moon Advisors, LLC 401(K) Profit Sharing Plan | Half Moon Advisors, LLC | $2,568,405 | 2023 |
| Rigney'S Hardware Company Retirement Plan | Rigney'S Hardware Company | $2,327,382 | 2023 |
| Rcb Fund Services LLC 401(K) Profit Sharing Plan & Trust | Rcb Fund Services LLC | $1,036,057 | 2023 |
| Cl Management Company, Inc. 401(K) Profit Sharing Plan | Cl Management Company, Inc. | $96,526 | 2023 |
| The Johnson-Davis Premium Only Plan | Johnson-Davis, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Lantana → · Lantana plans by participants → · Lantana plans with financial data → · Lantana plans with provider compensation → · $1B+ plans in Lantana →
Related Form 5500 pages
- All FL Form 5500 filings
- Johnson-Davis Incorporated Savings & Retirement Plan (plan 001)
- Johnson-Davis Incorporated — all reported plans
- Image International Manufacturing, LLC 401(K) Plan (plan 001)
- Image International Manufacturing, LLC — all reported plans
- Cctv Camera Pros, LLC 401(K) Plan (plan 001)
- Cctv Camera Pros, LLC — all reported plans
- High Ridge Country Club, Inc. 401(K) Plan (plan 001)
- High Ridge Country Club, Inc. — all reported plans
- Half Moon Advisors, LLC 401(K) Profit Sharing Plan (plan 001)
- Half Moon Advisors, LLC — all reported plans
- Rigney'S Hardware Company Retirement Plan (plan 001)
- Rigney'S Hardware Company — all reported plans
- Rcb Fund Services LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Rcb Fund Services LLC — all reported plans
- Cl Management Company, Inc. 401(K) Profit Sharing Plan (plan 001)
- Cl Management Company, Inc. — all reported plans
- The Johnson-Davis Premium Only Plan (plan 501)
- Methodology
- Data sources