Newberry, 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, Newberry, FL has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $27,143,446 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $27,143,446
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $27,143,446
Contributions & income
- Employer contributions
- $1,835,310
- Participant contributions
- $2,747,219
- Total income / additions
- $8,494,174
Expenses & distributions
- Benefits paid / distributions
- $1,555,835
- Total expenses
- $1,694,184
- Net increase / (decrease)
- $6,799,990
Coverage
- Total reported participants
- 791
- Plans with financial statements
- 4
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Newberry, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Inspired Energy Profit Sharing & 401(K) Plan | Inspired Energy | $16,362,433 | 2023 |
| Trajector Holdings Savings Plan | Vet Comp & Penmedical Consulting, L | $9,660,896 | 2023 |
| Pool And Sky, Inc 401(K) Plan | Pool And Sky, Inc | $1,002,117 | 2023 |
| Duffaut, Inc. Retirement Plan | Duffaut, Inc. | $118,000 | 2023 |
Largest plans in Newberry → · Newberry plans by participants → · Newberry plans with financial data → · Newberry plans with provider compensation → · $1B+ plans in Newberry →
Related Form 5500 pages
- All FL Form 5500 filings
- Inspired Energy Profit Sharing & 401(K) Plan (plan 001)
- Inspired Energy — all reported plans
- Trajector Holdings Savings Plan (plan 002)
- Vet Comp & Penmedical Consulting, L — all reported plans
- Pool And Sky, Inc 401(K) Plan (plan 001)
- Pool And Sky, Inc — all reported plans
- Duffaut, Inc. Retirement Plan (plan 001)
- Duffaut, Inc. — all reported plans
- Methodology
- Data sources