Mims, 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, Mims, FL has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $3,096,257 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Mims

  • 3 loaded plans hold $3.1M in reported assets across 3 sponsors.
  • The largest, Industrial Steel Inc Profit Sharing Plan And Trust, holds 62% of reported Mims plan assets.
  • Plans cover 52 participants — about 17 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$3.1MSummed across loaded plans$3,096,257
Total reported assets$3.1M$3,096,257
Total reported participants52
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$3.1M total assets
Net assets$3.1MLiabilities
Contributions & income
Employer contributions$280K
Participant contributions$2.6K
Total income / additions$798.3K
Expenses & distributions
Benefits paid / distributions$276.3K
Total expenses$278K
Net increase / (decrease)$520.2K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Mims market comparison

Largest plan share of assets62%Industrial Steel Inc Profit Sharing Plan And Trust
Participants per plan17Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Mims

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

  1. 1
    Industrial Steel Inc Profit Sharing Plan And Trust · 2023
  2. 2
    Inspiration Pointe Investments Inc. · 2023
  3. 3
    Rv Crazy, Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Mims, FL?
3 plan(s) reported by 3 sponsor(s) are loaded for Mims, FL.

Related Form 5500 pages