Plan5500

Osprey, 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, Osprey, FL has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $2,471,913 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 Osprey

  • 2 loaded plans hold $2.5M in reported assets across 2 sponsors.
  • The largest, Innovative System Solutions Corp 401(K) Plan, holds 96% of reported Osprey plan assets.
  • Plans cover 18 participants — about 9 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$2.5MSummed across loaded plans$2,471,913
Total reported assets$2.5M$2,471,913
Total reported participants18
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.5M total assets
Net assets$2.5MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$6.9K
Total income / additions$360.3K
Expenses & distributions
Benefits paid / distributions$6.1K
Total expenses$11.4K
Net increase / (decrease)$348.9K

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 Osprey, 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

Osprey market comparison

Largest plan share of assets96%Innovative System Solutions Corp 401(K) Plan
Participants per plan9Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Osprey

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

  1. 1
    Innovative System Solutions Corp 401(K) Plan$2.4M
    Innovative System Solutions Corp · 2023
  2. 2
    Cienaga Systems, Inc. Retirement Plan$92K
    Cienaga Systems, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages