Plan5500

Valrico, 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, Valrico, FL has 8 loaded benefit plan(s) reported by 8 plan sponsor(s), with $1,835,572 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
8
Latest filing year
2023

What stands out in Valrico

  • 8 loaded plans hold $1.8M in reported assets across 8 sponsors.
  • The largest, Quade5, Inc. Profit Sharing Plan, holds 25% of reported Valrico plan assets.
  • Plans cover 28 participants — about 4 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$1.8MSummed across loaded plans$1,835,572
Total reported assets$1.8M$1,835,572
Total reported participants28
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.8M total assets
Net assets$1.8MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$568.1K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$30
Net increase / (decrease)$568.1K

Data coverage

Plans with financial statements8 / 8 (100%)
Plans with provider compensation0 / 8 ()

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

Valrico market comparison

Largest plan share of assets25%Quade5, Inc. Profit Sharing Plan
Participants per plan4Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Valrico

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

  1. 1
    Quade5, Inc. Profit Sharing Plan$458.9K
    Quade5, Inc. · 2023
  2. 2
    Mh3 Ventures Inc. Retirement Plan$410.6K
    Mh3 Ventures Inc. · 2023
  3. 3
    Adams Enterprises Retirement Plan$345.1K
    Adams Enterprises Of Florida, Inc. · 2023
  4. 4
    Rt Def Corp. Retirement Plan$310K
    Rt Def Corp. · 2023
  5. 5
    M.D.Alexander, Inc. 401(K) Plan$147.5K
    M.D.Alexander, Inc. · 2023
  6. 6
    Pc Outdoor 401k$113.4K
    Plant City Outdoor Inc · 2023
  7. 7
    Bongrace Ventures Inc. Retirement Plan$50.1K
    Bongrace Ventures Inc. · 2023
  8. 8
    Btc Solutions, Inc. 401(K) Plan$0
    Btc Solutions, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Valrico, FL?
8 plan(s) reported by 8 sponsor(s) are loaded for Valrico, FL.

Related Form 5500 pages