Plan5500

Madison, 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, Madison, FL has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,146,257 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Madison

  • 2 loaded plans hold $1.1M in reported assets across 2 sponsors.
  • The largest, Ace Hardware Of Madison Inc. Retirement Plan, holds 100% of reported Madison plan assets.
  • Plans cover 112 participants — about 56 per plan.
  • 50% 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$1.1MSummed across loaded plans$1,146,257
Total reported assets$1.1M$1,146,257
Total reported participants112
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.1M total assets
Net assets$1.1MLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$32.2K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)-$32.2K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Madison, 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

Madison market comparison

Largest plan share of assets100%Ace Hardware Of Madison Inc. Retirement Plan
Participants per plan56Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Madison

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

  1. 1
    Ace Hardware Of Madison Inc. Retirement Plan$1.1M
    Ace Hardware Of Madison Inc. · 2023
  2. 2
    Stahl-Meyer Foods Basic Life Plannot reported in the loaded dataset
    Stahl-Meyer Foods · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages