Sebring, 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, Sebring, FL has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $13,501,263 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)
- $13,501,263
- Total reported liabilities (EOY)
- $371
- Total reported net assets (EOY)
- $13,500,892
Contributions & income
- Employer contributions
- $886,143
- Participant contributions
- $832,454
- Total income / additions
- $3,556,714
Expenses & distributions
- Benefits paid / distributions
- $653,529
- Total expenses
- $770,005
- Net increase / (decrease)
- $2,786,709
Coverage
- Total reported participants
- 623
- Plans with financial statements
- 6
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sebring, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Alan Jay Automotive Management, Inc. | Alan Jay Automotive Management, Inc. | $9,145,803 | 2023 |
| Village Fountain, Inc Profit Sharing Plan | Village Fountain, Inc. | $2,114,883 | 2023 |
| S & N Funeral Home Simplified Psp | Stephenson-Nelson Funeral Home, In | $1,308,433 | 2023 |
| Stephenson-Nelson-Smith Fun Hm Spsp | Stephenson Nelson Funeral Home Of Avon Park, Inc. | $518,642 | 2023 |
| J & Jf Holdings, Inc. 401(K) Plan | J & Jf Holdings, Inc. | $413,502 | 2023 |
| Jaris Corp 401k | Jaris Corp | $0 | 2023 |
| Alan Jay Automotive Management, Inc Employee Welfare Plan | Alan Jay Automotive Management, Inc | not reported in the loaded dataset | 2023 |
Largest plans in Sebring → · Sebring plans by participants → · Sebring plans with financial data → · Sebring plans with provider compensation → · $1B+ plans in Sebring →
Related Form 5500 pages
- All FL Form 5500 filings
- Alan Jay Automotive Management, Inc. (plan 001)
- Alan Jay Automotive Management, Inc. — all reported plans
- Village Fountain, Inc Profit Sharing Plan (plan 002)
- Village Fountain, Inc. — all reported plans
- S & N Funeral Home Simplified Psp (plan 001)
- Stephenson-Nelson Funeral Home, In — all reported plans
- Stephenson-Nelson-Smith Fun Hm Spsp (plan 001)
- Stephenson Nelson Funeral Home Of Avon Park, Inc. — all reported plans
- J & Jf Holdings, Inc. 401(K) Plan (plan 001)
- J & Jf Holdings, Inc. — all reported plans
- Jaris Corp 401k (plan 001)
- Jaris Corp — all reported plans
- Alan Jay Automotive Management, Inc Employee Welfare Plan (plan 510)
- Methodology
- Data sources