Plan5500

N. Fort Myers, 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, N. Fort Myers, FL has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $3,799,342 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 N. Fort Myers

  • 2 loaded plans hold $3.8M in reported assets across 2 sponsors.
  • The largest, Fhsi Employee Stock Ownership Plan, holds 100% of reported N. Fort Myers plan assets.
  • Plans cover 49 participants — about 25 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$1.2MSummed across loaded plans$1,220,791
Total reported assets$3.8M$3,799,342
Total reported participants49
Total reported liabilities$2.6M$2,578,551

Reported net position

Reported assets = net assets + liabilities (summed)$3.8M total assets
Net assets$1.2MLiabilities$2.6M
Contributions & income
Employer contributions$169.3K
Participant contributionsNot reported
Total income / additions$1.9M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.5M
Net increase / (decrease)$416.4K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for N. Fort Myers, 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

N. Fort Myers market comparison

Largest plan share of assets100%Fhsi Employee Stock Ownership Plan
Participants per plan25Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in N. Fort Myers

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

  1. 1
    Fhsi Employee Stock Ownership Plan$3.8M
    Florida Hydronic Solutions, Inc. · 2023

Largest plans in N. Fort Myers → · N. Fort Myers plans by participants → · N. Fort Myers plans with financial data → · N. Fort Myers plans with provider compensation → · $1B+ plans in N. Fort Myers →

What to inspect next

Frequently asked questions

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

Related Form 5500 pages