Plan5500

Loxahathcee, 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, Loxahathcee, FL has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $245,155 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 Loxahathcee

  • 1 loaded plans hold $245.2K in reported assets across 1 sponsors.
  • The largest, Southern Family Ventures, Inc. 401(K)Profit Sharing Plan, holds 100% of reported Loxahathcee 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$245.2KSummed across loaded plans$245,155
Total reported assets$245.2K$245,155
Total reported participants2
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$245.2K total assets
Net assets$245.2KLiabilities—
Contributions & income
Employer contributions$1.9K
Participant contributions$1.9K
Total income / additions$11.7K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$11.7K

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 Loxahathcee, 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

Loxahathcee market comparison

Largest plan share of assets100%Southern Family Ventures, Inc. 401(K)Profit Sharing Plan
Participants per plan2Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Loxahathcee

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

  1. 1
    Southern Family Ventures, Inc. 401(K)Profit Sharing Plan$245.2K
    Southern Family Ventures, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages