Wauchula, 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, Wauchula, FL has 7 loaded benefit plan(s) reported by 7 plan sponsor(s), with $45,213,666 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)
- $45,213,666
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $45,213,666
Contributions & income
- Employer contributions
- $675,025
- Participant contributions
- $1,952,678
- Total income / additions
- $9,517,287
Expenses & distributions
- Benefits paid / distributions
- $3,745,702
- Total expenses
- $3,858,109
- Net increase / (decrease)
- $5,659,178
Coverage
- Total reported participants
- 1,068
- Plans with financial statements
- 4
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Wauchula, 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 |
|---|---|---|---|
| Crews Banking Retirement Plan | Crews Bank & Trust | $36,581,450 | 2023 |
| Incentive Planning Corp. Retirement Plan | Incentive Planning Corp. | $5,881,407 | 2023 |
| Prescott Family Properties, Inc. 401(K) Plan | Prescott Family Properties, Inc. | $1,773,250 | 2023 |
| Jnk Auto Supply Inc. 401(K) Plan | Jnk Auto Supply Inc. | $977,559 | 2023 |
| Peace River Electric Cooperative, Inc. Health And Welfare Plan | Peace River Electric Cooperative, Inc. | not reported in the loaded dataset | 2023 |
| Crews Banking Corporation Group Benefits Health & Welfare Plan | Crews Banking Corporation | not reported in the loaded dataset | 2023 |
| Lakeside Snf, LLC & Lakeside Tlf, LLC & Lakeside Tlf Ped, LLC Welfare Benefits Plan | Lakeside Tlf, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Wauchula → · Wauchula plans by participants → · Wauchula plans with financial data → · Wauchula plans with provider compensation → · $1B+ plans in Wauchula →
Related Form 5500 pages
- All FL Form 5500 filings
- Crews Banking Retirement Plan (plan 001)
- Crews Bank & Trust — all reported plans
- Incentive Planning Corp. Retirement Plan (plan 001)
- Incentive Planning Corp. — all reported plans
- Prescott Family Properties, Inc. 401(K) Plan (plan 001)
- Prescott Family Properties, Inc. — all reported plans
- Jnk Auto Supply Inc. 401(K) Plan (plan 001)
- Jnk Auto Supply Inc. — all reported plans
- Peace River Electric Cooperative, Inc. Health And Welfare Plan (plan 501)
- Peace River Electric Cooperative, Inc. — all reported plans
- Crews Banking Corporation Group Benefits Health & Welfare Plan (plan 501)
- Crews Banking Corporation — all reported plans
- Lakeside Snf, LLC & Lakeside Tlf, LLC & Lakeside Tlf Ped, LLC Welfare Benefits Plan (plan 501)
- Lakeside Tlf, LLC — all reported plans
- Methodology
- Data sources