Plan5500

Myakka City, 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, Myakka City, FL has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $50,143 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Myakka City

  • 1 loaded plans hold $50.1K in reported assets across 1 sponsors.
  • The largest, Oxygen Financial Sarasota LLC 401(K) Profit Sharing Plan & Trust, holds 100% of reported Myakka City plan assets.
  • Plans cover 0 participants — about 0 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$50.1KSummed across loaded plans$50,143
Total reported assets$50.1K$50,143
Total reported participants0
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$50.1K total assets
Net assets$50.1KLiabilities$0
Contributions & income
Employer contributions$3K
Participant contributions$46.9K
Total income / additions$50.2K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$89
Net increase / (decrease)$50.1K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Myakka City market comparison

Largest plan share of assets100%Oxygen Financial Sarasota LLC 401(K) Profit Sharing Plan & Trust
Participants per plan0Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Myakka City

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

  1. 1
    Oxygen Financial Sarasota LLC 401(K) Profit Sharing Plan & Trust$50.1K
    Retirement Income Source Of Sa · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Myakka City, FL?
1 plan(s) reported by 1 sponsor(s) are loaded for Myakka City, FL.

Related Form 5500 pages