Plan5500

Oakland, 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, Oakland, FL has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $142,794 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 Oakland

  • 2 loaded plans hold $142.8K in reported assets across 2 sponsors.
  • The largest, Akn Wellness Retirement Plan, holds 100% of reported Oakland plan assets.
  • Plans cover 242 participants — about 121 per plan.
  • 50% 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$142.8KSummed across loaded plans$142,794
Total reported assets$142.8K$142,794
Total reported participants242
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$142.8K total assets
Net assets$142.8KLiabilities—
Contributions & income
Total income / additions$0
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$0

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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

Oakland market comparison

Largest plan share of assets100%Akn Wellness Retirement Plan
Participants per plan121Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Oakland

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

  1. 1
    Akn Wellness Retirement Plan$142.8K
    Akn Wellness · 2023
  2. 2
    Cepra Landscape, LLC.not reported in the loaded dataset
    Cepra Landscape, LLC. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages