Port Charlotte, 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, Port Charlotte, FL has 19 loaded benefit plan(s) reported by 19 plan sponsor(s), with $39,817,245 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 19
- Plan sponsors
- 19
- Latest filing year
- 2023
What stands out in Port Charlotte
- 19 loaded plans hold $39.8M in reported assets across 19 sponsors.
- The largest, Yunex LLC Savings Plan, holds 63% of reported Port Charlotte plan assets.
- Plans cover 526 participants — about 28 per plan.
- 100% of loaded plans report full Schedule H/I financial statements.
- 11% report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Port Charlotte, 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.
Port Charlotte market comparison
Largest loaded plans in Port Charlotte
Bars show each plan's reported end-of-year assets relative to the largest.
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- 17Swipe Right Property Management, Inc. · 2023
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Largest plans in Port Charlotte → · Port Charlotte plans by participants → · Port Charlotte plans with financial data → · Port Charlotte plans with provider compensation → · $1B+ plans in Port Charlotte →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for Port Charlotte, FL?
- 19 plan(s) reported by 19 sponsor(s) are loaded for Port Charlotte, FL.
Related Form 5500 pages
- All FL Form 5500 filings
- Yunex LLC Savings Plan (plan 001)
- Yunex LLC — all reported plans
- Mamoon Jarrah, M.D., P.A. 401(K) Profit Sharing Plan (plan 001)
- M. Jarrah, M.D., P.A. — all reported plans
- Grant Medical Transportation, Inc. 401(K) Profit (plan 001)
- Grant Medical Transportation, Inc — all reported plans
- Domingo Galliano, Jr. P.A. 401(K) Profit Sharing Plan (plan 002)
- Dr. Domingo Galliano, Jr., P.A. — all reported plans
- Sovi Joseph, M.D., P.A. 401(K) Plan (plan 001)
- Sovi Joseph, M.D., P.A. — all reported plans
- Leslie Tar, Md Employees 401k Profit Sharing Plan (plan 002)
- Leslie Tar, Md — all reported plans
- Tanweer A. Memon, M.D., P.A. Profit Sharing Plan And Trust (plan 003)
- Tanweer A. Memon, M.D., P.A. — all reported plans
- Parkside Business Ventures Inc. Retirement Plan (plan 001)
- Parkside Business Ventures Inc. — all reported plans
- Sigma Self Storage, Inc. 401k Profit Sharing Plan (plan 001)
- Blue Sage, Inc. — all reported plans
- Punta Gorda Pet Services Corporation 401(K) Plan (plan 001)
- Punta Gorda Pet Services Corporation — all reported plans
- Cd 4 Boys, Inc. 401(K) Profit Sharing Plan (plan 001)
- Cd 4 Boys, Inc. — all reported plans
- Mail Mart Inc. 401(K) Plan (plan 001)
- Mail Mart Inc. — all reported plans
- American Real Estate 1 401(K) Profit Sharing Plan & Trust (plan 001)
- American Real Estate 1 — all reported plans
- Anngene Enterprises Inc. 401(K) Plan (plan 001)
- Anngene Enterprises Inc. — all reported plans
- R Kay, Inc. Retirement Plan (plan 001)
- R Kay, Inc. Dba Firehouse Subs — all reported plans
- Methodology
- Data sources