Plan5500

Venice, 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, Venice, FL has 28 loaded benefit plan(s) reported by 25 plan sponsor(s), with $77,996,124 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
28
Plan sponsors
25
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$78MSummed across loaded plans$77,996,124
Total reported assets$78M$77,996,124
Total reported participants2.7K2,686
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$78M total assets
Net assets$78MLiabilities$0
Contributions & income
Employer contributions$2.5M
Participant contributions$3.3M
Total income / additions$17M
Expenses & distributions
Benefits paid / distributions$12M
Total expenses$12.3M
Net increase / (decrease)$4.7M

Data coverage

Plans with financial statements23 / 28 (82%)
Plans with provider compensation6 / 28 (21%)

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

Venice market comparison

Largest plan share of assets20%Tervis Tumbler Company 401(K) Plan
Participants per plan96Average across loaded plans
Plan sponsors25
Ranked by reported assets

Largest loaded plans in Venice

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

  1. 1
    Tervis Tumbler Company 401(K) Plan$15.4M
    Tervis Tumbler Company · 2023
  2. 2
    Perform (Cb), LLC 401(K)$12.5M
    Perform (Cb), LLC · 2023
  3. 3
    Radiology Associates Of Venice And Englewood, P.A. Profit Sharing Plan$12.1M
    Radiology Associates Of Venice And Englewood, P.A. · 2023
  4. 4
    Coast Pump 401(K) Plan$7.4M
    Coast Pump And Supply Co. , Inc. · 2023
  5. 5
    Southern Spring And Stamping, Inc. Profit Sharing Plan$5.7M
    Southern Spring And Stamping, Inc. · 2023
  6. 6
    Venice Pier Group, Inc. Employees Savings Trust$5.7M
    Venice Pier Group, Inc. · 2023
  7. 7
    Jimco Maintenance, Inc. 401(K) Plan$5.4M
    Jimco Maintenance Inc. · 2023
  8. 8
    Rep Com International, L.L.C. Profit Sharing Plan$3.8M
    Rep Com International, L.L.C. · 2023
  9. 9
    Village On The Isle Retirement Plan$3.6M
    Southwest Florida Retirement Center Inc Dba Village On The Isle · 2023
  10. 10
    Larry D. Alumbaugh Profit Sharing Plan$2.7M
    Larry D. Alumbaugh · 2023
  11. 11
    Eh-Ved, Inc. 401(K) Profit Sharing Plan$856.3K
    Eh-Ved, Inc. · 2023
  12. 12
    Larrann, Inc. 401(K) Plan$651.8K
    Larrann, Inc. · 2023
  13. 13
    Play Paws, Inc. 401(K) Plan$593.4K
    Play Paws, Inc. · 2023
  14. 14
    Skasbridge, Inc. 401(K) Plan$403.6K
    Skasbridge, Inc. · 2023
  15. 15
    Knitwit Ventures Corp. Retirement Plan$330.5K
    Knitwit Ventures Corp. · 2023
  16. 16
    Ear, Nose, Throat & Sinus Center Profit Sharing Plan$259K
    Ear, Nose Throat & Sinus Center · 2023
  17. 17
    Asset Protection And Insurance Associates Retirement Plan$224.7K
    Asset Protection And Insurance Associates, Inc. · 2023
  18. 18
    Robert H. Felman Md Pa Profit Sharing Plan$131.2K
    Robert H Felman Md Pa Ps · 2023
  19. 19
    Danni Mac Inc 401(K) Plan$108.8K
    Danni Mac Inc · 2023
  20. 20
    Robert H Felman Md Pa Money Purchase Pension Plan$103.1K
    Robert H. Felman Md Pa · 2023
  21. 21
    Florida Laundry, Inc. 401(K) Plan$64.8K
    Florida Laundry, Inc. · 2023
  22. 22
    Freedom Boat Club, LLC 401(K) Plan$0
    Freedom Boat Club, LLC · 2023
  23. 23
    B Hoover Ventures, Inc. Retirement Plan$0
    B Hoover Ventures, Inc. · 2023
  24. 24
    Southwest Florida Retirement Center Inc Dba Village On The Isle Welfare Benefits Plannot reported in the loaded dataset
    Southwest Florida Retirement Center Inc Dba Village On The Isle · 2023
  25. 25
    Hough & Co Pa Cpas Supp Ret & Def Comp Plan (Unfunded)not reported in the loaded dataset
    Hough & Company P.A. · 2023

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

Related Form 5500 pages