Plan5500

Mount Dora, 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, Mount Dora, FL has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $21,066,615 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$21.1MSummed across loaded plans$21,066,615
Total reported assets$21.1M$21,066,615
Total reported participants1.4K1,418
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$21.1M total assets
Net assets$21.1MLiabilities$0
Contributions & income
Employer contributions$519K
Participant contributions$1.2M
Total income / additions$5.6M
Expenses & distributions
Benefits paid / distributions$2M
Total expenses$2.1M
Net increase / (decrease)$3.5M

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation2 / 5 (40%)

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

Mount Dora market comparison

Largest plan share of assets70%Lakeview Healthcare Enterprise 401(K) Profit Sharing Plan & Trust
Participants per plan284Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Mount Dora

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

  1. 1
    Lakeview Healthcare Enterprise 401(K) Profit Sharing Plan & Trust$14.7M
    Lakeview Healthcare Enterprise · 2023
  2. 2
    Waterman Village 401(K) Retirement Plan$5.1M
    Waterman Communities, Inc. · 2023
  3. 3
    Bock Ventures Retirement Plan$1.3M
    Bock Ventures Inc · 2023
  4. 4
    Ch&Bs Welfare Benefits Plannot reported in the loaded dataset
    Christian Home & Bible School · 2023
  5. 5
    Waterman Communities, Inc. Welfare Benefits Plannot reported in the loaded dataset
    Waterman Communities, Inc. · 2023

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

Related Form 5500 pages