Plan5500

Sorrento, 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, Sorrento, FL has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $4,860,574 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

What stands out in Sorrento

  • 7 loaded plans hold $4.9M in reported assets across 6 sponsors.
  • The largest, J.A. Croson, LLC 401(K) Profit Sharing Plan, holds 62% of reported Sorrento plan assets.
  • Plans cover 617 participants — about 88 per plan.
  • 86% of loaded plans report full Schedule H/I financial statements.
  • 14% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.9MSummed across loaded plans$4,860,574
Total reported assets$4.9M$4,860,574
Total reported participants617
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.9M total assets
Net assets$4.9MLiabilities$0
Contributions & income
Employer contributions$84.6K
Participant contributions$308.8K
Total income / additions$1.1M
Expenses & distributions
Benefits paid / distributions$277K
Total expenses$357K
Net increase / (decrease)$749.3K

Data coverage

Plans with financial statements6 / 7 (86%)
Plans with provider compensation1 / 7 (14%)

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

Sorrento market comparison

Largest plan share of assets62%J.A. Croson, LLC 401(K) Profit Sharing Plan
Participants per plan88Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Sorrento

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

  1. 1
    J.A. Croson, LLC 401(K) Profit Sharing Plan$3M
    J.A. Croson, LLC · 2023
  2. 2
    Courck Enterprises Inc. Retirement Plan$650K
    Courck Enterprises Inc. · 2023
  3. 3
    Red Dog Premier Indoor Cycling, Inc. Retirement Plan$618.1K
    Red Dog Premier Indoor Cycling, Inc. · 2023
  4. 4
    Innovative Oncology Solutions Retirement Plan$593.8K
    Innovative Oncology Solutions, Inc. · 2023
  5. 5
    Ktv Capital Corporation 401(K) Plan$9.1K
    Ktv Capital Corporation · 2023
  6. 6
    Capcon Retirement Plan$0
    Capcon, Inc · 2023
  7. 7
    J. A. Croson, LLC Health And Welfare Benefit Plannot reported in the loaded dataset
    J.A. Croson, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Sorrento, FL?
7 plan(s) reported by 6 sponsor(s) are loaded for Sorrento, FL.

Related Form 5500 pages