Plan5500

Montverde, 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, Montverde, FL has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $18,879,902 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
5
Latest filing year
2023

What stands out in Montverde

  • 7 loaded plans hold $18.9M in reported assets across 5 sponsors.
  • The largest, Montverde Academy Retirement Plan, holds 68% of reported Montverde plan assets.
  • Plans cover 1,707 participants — about 244 per plan.
  • 86% of loaded plans report full Schedule H/I financial statements.
  • 14% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$18.9MSummed across loaded plans$18,879,902
Total reported assets$18.9M$18,879,902
Total reported participants1.7K1,707
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$18.9M total assets
Net assets$18.9MLiabilities$0
Contributions & income
Employer contributions$1.1M
Participant contributions$549.9K
Total income / additions$4.6M
Expenses & distributions
Benefits paid / distributions$695.1K
Total expenses$713.9K
Net increase / (decrease)$3.9M

Data coverage

Plans with financial statements6 / 7 (86%)
Plans with provider compensation1 / 7 (14%)

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

Montverde market comparison

Largest plan share of assets68%Montverde Academy Retirement Plan
Participants per plan244Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Montverde

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

  1. 1
    Montverde Academy Retirement Plan$12.9M
    Montverde Academy · 2023
  2. 2
    Montverde Academy Tda Plan$4.2M
    Montverde Academy · 2023
  3. 3
    Jkd-Connected, Inc. 401(K) Plan$949.6K
    Jkd-Connected, Inc. · 2023
  4. 4
    Aspen Services, Inc. 401(K) Plan$497.5K
    Aspen Services, Inc. · 2023
  5. 5
    Kona Ice Of Ocoee, Inc. 401(K) Plan$354.4K
    Kona Ice Of Ocoee, Inc. · 2023
  6. 6
    Hamilton Staffing Solutions In 401(K) Profit Sharing Plan & Trust$0
    Hamilton Staffing Solutions In · 2023
  7. 7
    Montverde Academy Health And Welfare Plannot reported in the loaded dataset
    Montverde Academy, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Montverde, FL?
7 plan(s) reported by 5 sponsor(s) are loaded for Montverde, FL.

Related Form 5500 pages