Plan5500

Sun City Center, 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, Sun City Center, FL has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $3,363,138 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 Sun City Center

  • 2 loaded plans hold $3.4M in reported assets across 2 sponsors.
  • The largest, American Planning Services Inc 401(K) Profit Sharing Plan & Trust, holds 87% of reported Sun City Center plan assets.
  • Plans cover 11 participants — about 6 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$3.4MSummed across loaded plans$3,363,138
Total reported assets$3.4M$3,363,138
Total reported participants11
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.4M total assets
Net assets$3.4MLiabilities$0
Contributions & income
Employer contributions$99.6K
Participant contributions$86.3K
Total income / additions$547.2K
Expenses & distributions
Benefits paid / distributions$506.6K
Total expenses$507K
Net increase / (decrease)$40.2K

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 Sun City Center, 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

Sun City Center market comparison

Largest plan share of assets87%American Planning Services Inc 401(K) Profit Sharing Plan & Trust
Participants per plan6Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Sun City Center

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

  1. 1
    American Planning Services Inc 401(K) Profit Sharing Plan & Trust$2.9M
    American Planning Services Inc · 2023
  2. 2
    Totl Management Group Inc. Retirement Plan$449.8K
    Totl Management Group Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages