Tavares, 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, Tavares, FL has 7 loaded benefit plan(s) reported by 7 plan sponsor(s), with $27,209,236 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
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $27,209,236
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $27,209,236
Contributions & income
- Employer contributions
- $1,104,894
- Participant contributions
- $2,180,265
- Total income / additions
- $7,232,786
Expenses & distributions
- Benefits paid / distributions
- $3,775,486
- Total expenses
- $3,906,717
- Net increase / (decrease)
- $3,326,069
Coverage
- Total reported participants
- 1,480
- Plans with financial statements
- 4
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Tavares, 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 |
|---|---|---|---|
| Gws Tool 401(K)Plan | Gws Tool, LLC | $20,237,718 | 2023 |
| Destiny Wealth Partners LLC 401(K) Profit Sharing Plan & Trust | Destiny Wealth Partners LLC | $3,630,889 | 2023 |
| Smallwood Sign Company, Inc. 401(K) Profit Sharing Plan | Smallwood Sign Company, Inc. | $3,137,030 | 2023 |
| Caymus Consultants, Inc. 401(K) Plan/Trust | Caymus Consultants, Inc. | $203,599 | 2023 |
| Jsm & Associates, LLC Benefit Plan | Jsm & Associates, LLC | not reported in the loaded dataset | 2023 |
| Cornerstone Hospice And Palliative Care | Cornerstone Hospice & Palliative Care | not reported in the loaded dataset | 2023 |
| Sunstate Carriers Group Benefits Plan | Sunstate Carriers, Inc | not reported in the loaded dataset | 2023 |
Largest plans in Tavares → · Tavares plans by participants → · Tavares plans with financial data → · Tavares plans with provider compensation → · $1B+ plans in Tavares →
Related Form 5500 pages
- All FL Form 5500 filings
- Gws Tool 401(K)Plan (plan 002)
- Gws Tool, LLC — all reported plans
- Destiny Wealth Partners LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Destiny Wealth Partners LLC — all reported plans
- Smallwood Sign Company, Inc. 401(K) Profit Sharing Plan (plan 001)
- Smallwood Sign Company, Inc. — all reported plans
- Caymus Consultants, Inc. 401(K) Plan/Trust (plan 001)
- Caymus Consultants, Inc. — all reported plans
- Jsm & Associates, LLC Benefit Plan (plan 501)
- Jsm & Associates, LLC — all reported plans
- Cornerstone Hospice And Palliative Care (plan 502)
- Cornerstone Hospice & Palliative Care — all reported plans
- Sunstate Carriers Group Benefits Plan (plan 501)
- Sunstate Carriers, Inc — all reported plans
- Methodology
- Data sources