North Port, 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, North Port, FL has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $36,585,392 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
6
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$36,585,392
Total reported liabilities (EOY)
$979,315
Total reported net assets (EOY)
$35,606,077

Contributions & income

Employer contributions
$1,846,600
Participant contributions
$2,459,642
Total income / additions
$10,497,047

Expenses & distributions

Benefits paid / distributions
$3,041,987
Total expenses
$3,296,509
Net increase / (decrease)
$7,200,538

Coverage

Total reported participants
2,516
Plans with financial statements
5
Plans with provider compensation
2

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

Largest loaded plans in North Port, FL
PlanSponsorReported assets (EOY)Year
Employee Stock Ownership Plan & Trust For The Employees Of Earthbalance CorporationEarthbalance Corporation$18,797,5662023
Worksite Retirement Savings PlanWorksite, LLC.$10,837,6762023
King Plastic Corporation 401(K) Profit Sharing Plan & TrustKing Plastic Corporation$6,536,6312023
Nobilitat, Inc. Retirement PlanNobilitat, Inc.$349,5632023
Brian J Shook Corporation Retirement PlanBrian J Shook Corporation$63,9562023
King Plastic Corporation Group Benefit Welfare PlanKing Plastic Corporationnot reported in the loaded dataset2023
Euro-Wall, LLC Welfare PlanEuro-Wall, LLCnot reported in the loaded dataset2023

Related Form 5500 pages