Lutz, 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, Lutz, FL has 35 loaded benefit plan(s) reported by 31 plan sponsor(s), with $123,972,805 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 35
- Plan sponsors
- 31
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $123,972,805
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $124,527,671
Contributions & income
- Employer contributions
- $4,365,893
- Participant contributions
- $23,361,828
- Total income / additions
- $48,102,958
Expenses & distributions
- Benefits paid / distributions
- $16,189,234
- Total expenses
- $17,262,140
- Net increase / (decrease)
- $30,840,818
Coverage
- Total reported participants
- 8,391
- Plans with financial statements
- 30
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lutz, 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 |
|---|---|---|---|
| Lcm Investments Holdings Ii, LLC 401(K) Plan | Lcm Investments Holdings Ii, LLC | $94,744,593 | 2023 |
| Lap Of Love Retirement Plan | Lap Of Love Services LLC | $9,142,204 | 2023 |
| West Coast Child Neurology Associates,P.A. Profit Sharing Plan | West Coast Child Neurology Associates, P.A. | $4,080,605 | 2023 |
| West Coast Financial Group, Inc. 401(K) Plan | West Coast Financial Group, Inc. | $3,590,609 | 2023 |
| Suncoast Skin Solutions 401(K) Plan | Suncoast Skin Solutions | $3,088,654 | 2023 |
| University Motorcars, LLC 401(K) Plan | University Motorcars, LLC | $2,666,308 | 2023 |
| Bruce S. Kaplan, P.A. Profit Sharing Plan | Bruce S. Kaplan, P.A. | $2,390,052 | 2023 |
| Goes To 11 Inc. Retirement Plan | Goes To 11 Inc. | $898,196 | 2023 |
| Pdj Enterprises, Inc. 401(K) Plan | Pdj Enterprises, Inc. | $498,205 | 2023 |
| Entropy Technology Design, Inc. 401k Profit Sharing Plan | Entropy Technology Design, Inc. | $489,956 | 2023 |
| Broadaibridge Inc 401(K) Plan | Broadaibridge Inc | $439,781 | 2023 |
| Raid Fitness Inc. Retirement Plan | Raid Fitness Inc. | $317,821 | 2023 |
| Reinsurance Consulting, Ltd. Profit Sharing Plan | Reinsurance Consulting, Ltd. | $265,055 | 2023 |
| Cross County Dumpsters Of Florida Inc 401(K) Plan | Cross County Dumpsters Of Florida Inc | $259,215 | 2023 |
| Skr Ventures Inc | Jerry M Snell | $230,600 | 2023 |
| Blue Monarch Corp 401(K) Plan | Blue Monarch Corp | $180,374 | 2023 |
| J&Mc Automotive Inc. 401(K) Plan | J&Mc Automotive Inc. | $161,069 | 2023 |
| Dorazil Venture Capital, Inc. Retirement Plan | Dorazil Venture Capital, Inc. | $140,528 | 2023 |
| B'Zam Property Solution Corporation 401(K) Plan | B'Zam Property Solution Corporation | $123,436 | 2023 |
| Harrolle Holdings Inc. 401(K) Plan | Harrolle Holdings Inc. | $120,247 | 2023 |
| Bufpat Fueling, Inc. 401(K) Plan | Bufpat Fueling, Inc. | $94,238 | 2023 |
| Fl Floorzz, Inc. 401(K) Plan | Fl Floorzz, Inc. | $27,414 | 2023 |
| M.E. Powers, Inc. 401(K) Profit Sharing Plan | M.E. Powers, Inc. | $23,570 | 2023 |
| Business Management World Corporation 401(K) Profit Sharing Plan | Business Management World Corporation | $75 | 2023 |
| Mako Malinois, Inc. 401(K) Plan | Mako Malinois, Inc. | $0 | 2023 |
Largest plans in Lutz → · Lutz plans by participants → · Lutz plans with financial data → · Lutz plans with provider compensation → · $1B+ plans in Lutz →
Related Form 5500 pages
- All FL Form 5500 filings
- Lcm Investments Holdings Ii, LLC 401(K) Plan (plan 001)
- Lcm Investments Holdings Ii, LLC — all reported plans
- Lap Of Love Retirement Plan (plan 001)
- Lap Of Love Services LLC — all reported plans
- West Coast Child Neurology Associates,P.A. Profit Sharing Plan (plan 002)
- West Coast Child Neurology Associates, P.A. — all reported plans
- West Coast Financial Group, Inc. 401(K) Plan (plan 001)
- West Coast Financial Group, Inc. — all reported plans
- Suncoast Skin Solutions 401(K) Plan (plan 001)
- Suncoast Skin Solutions — all reported plans
- University Motorcars, LLC 401(K) Plan (plan 001)
- University Motorcars, LLC — all reported plans
- Bruce S. Kaplan, P.A. Profit Sharing Plan (plan 001)
- Bruce S. Kaplan, P.A. — all reported plans
- Goes To 11 Inc. Retirement Plan (plan 001)
- Goes To 11 Inc. — all reported plans
- Pdj Enterprises, Inc. 401(K) Plan (plan 001)
- Pdj Enterprises, Inc. — all reported plans
- Entropy Technology Design, Inc. 401k Profit Sharing Plan (plan 001)
- Entropy Technology Design, Inc. — all reported plans
- Broadaibridge Inc 401(K) Plan (plan 001)
- Broadaibridge Inc — all reported plans
- Raid Fitness Inc. Retirement Plan (plan 001)
- Raid Fitness Inc. — all reported plans
- Reinsurance Consulting, Ltd. Profit Sharing Plan (plan 001)
- Reinsurance Consulting, Ltd. — all reported plans
- Cross County Dumpsters Of Florida Inc 401(K) Plan (plan 001)
- Cross County Dumpsters Of Florida Inc — all reported plans
- Skr Ventures Inc (plan 001)
- Jerry M Snell — all reported plans
- Methodology
- Data sources