Plan5500

Lehigh Acres, 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, Lehigh Acres, FL has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $381,310 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 Lehigh Acres

  • 1 loaded plans hold $381.3K in reported assets across 1 sponsors.
  • The largest, P & P Insurance & Financial Group Retirement Plan, holds 100% of reported Lehigh Acres 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$381.3KSummed across loaded plans$381,310
Total reported assets$381.3K$381,310
Total reported participants2
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$381.3K total assets
Net assets$381.3KLiabilities—
Contributions & income
Total income / additions$1.5K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$1.5K

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 Lehigh Acres, 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

Lehigh Acres market comparison

Largest plan share of assets100%P & P Insurance & Financial Group Retirement Plan
Participants per plan2Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Lehigh Acres

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

  1. 1
    P & P Insurance & Financial Group Retirement Plan$381.3K
    P & P Insurance & Financial Group, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages