Plan5500

Sanibel, 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, Sanibel, FL has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $1,393,237 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Sanibel

  • 1 loaded plans hold $1.4M in reported assets across 1 sponsors.
  • The largest, Simar Sanibel Management, Inc. 401(K) Plan, holds 100% of reported Sanibel plan assets.
  • Plans cover 21 participants — about 21 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$1.4MSummed across loaded plans$1,393,237
Total reported assets$1.4M$1,393,237
Total reported participants21
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.4M total assets
Net assets$1.4MLiabilities$0
Contributions & income
Employer contributions$20.9K
Participant contributions$16.9K
Total income / additions$330.5K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$330.5K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Sanibel market comparison

Largest plan share of assets100%Simar Sanibel Management, Inc. 401(K) Plan
Participants per plan21Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Sanibel

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

  1. 1
    Simar Sanibel Management, Inc. 401(K) Plan$1.4M
    Simar Sanibel Management, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Sanibel, FL?
1 plan(s) reported by 1 sponsor(s) are loaded for Sanibel, FL.

Related Form 5500 pages