Plan5500

Nokomis, 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, Nokomis, FL has 7 loaded benefit plan(s) reported by 7 plan sponsor(s), with $1,298,367 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
7
Latest filing year
2023

What stands out in Nokomis

  • 7 loaded plans hold $1.3M in reported assets across 7 sponsors.
  • The largest, Chris Squared Ventures, Inc. 401(K) Plan, holds 33% of reported Nokomis plan assets.
  • Plans cover 5,135 participants — about 734 per plan.
  • 57% 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$1.3MSummed across loaded plans$1,298,367
Total reported assets$1.3M$1,298,367
Total reported participants5.1K5,135
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.3M total assets
Net assets$1.3MLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$2.1K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$2.1K

Data coverage

Plans with financial statements4 / 7 (57%)
Plans with provider compensation0 / 7 ()

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

Nokomis market comparison

Largest plan share of assets33%Chris Squared Ventures, Inc. 401(K) Plan
Participants per plan734Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Nokomis

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

  1. 1
    Chris Squared Ventures, Inc. 401(K) Plan$425.6K
    Chris Squared Ventures, Inc. · 2023
  2. 2
    Two Fish Partners, Inc. 401k Profit Sharing Plan$414.6K
    Two Fish Partners, Inc. · 2023
  3. 3
    Fitness Franz, Inc. Retirement Plan$364.5K
    Fitness Franz, Inc. · 2023
  4. 4
    Brammfam, Inc. Retirement Plan$93.6K
    Brammfam, Inc. · 2023
  5. 5
    Pgt Innovations, Inc. Beneflex Plannot reported in the loaded dataset
    Pgt Innovations, Inc. · 2023
  6. 6
    Rv World Of Nokomis Cafeteria & Erisa Wrap Plannot reported in the loaded dataset
    Rv World Of Nokomis · 2023
  7. 7
    Matthews Currie Ford Co.not reported in the loaded dataset
    Matthews Currie Ford Co. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages