Winter Springs, 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, Winter Springs, FL has 24 loaded benefit plan(s) reported by 18 plan sponsor(s), with $37,493,003 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
24
Plan sponsors
18
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$37,493,003
Total reported liabilities (EOY)
$1,066,290
Total reported net assets (EOY)
$36,341,359

Contributions & income

Employer contributions
$1,617,872
Participant contributions
$2,464,107
Total income / additions
$9,120,715

Expenses & distributions

Benefits paid / distributions
$1,208,995
Total expenses
$1,584,006
Net increase / (decrease)
$7,536,709

Coverage

Total reported participants
1,613
Plans with financial statements
17
Plans with provider compensation
3

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

Largest loaded plans in Winter Springs, FL
PlanSponsorReported assets (EOY)Year
Iradimed Corporation 401k Profit Sharing Plan TrustIradimed Corporation$12,506,8582023
Insight Credit Union Employees Savings PlanInsight Credit Union$8,530,7482023
Modern Plumbing Industries, Inc. 401(K) PlanModern Plumbing Industries, Inc.$5,484,1082023
Streamline Technology 401k PlanApam Services, Inc. D.B.A. Streamline Technology$3,139,7122023
Walt Dittmer & Sons, Inc. Profit Sharing PlanWalt Dittmer & Sons, Inc.$2,274,6302023
Modern Plumbing Industries Esop And TrustModern Plumbing Industries Esop And Trust$1,749,2702023
Greentime Marketing Corporatio 401(K) Profit Sharing Plan & TrustGreentime Marketing Corporatio$1,193,0782023
Shehar Corporation 401(K) Profit Sharing PlanShehar Corporation$1,031,9912023
Our Bar Inc 401(K) PlanOur Bar Inc$398,0192023
Pierce Prime Logistics Inc 401(K) PlanPierce Prime Logistics Inc$265,6702023
August Rooster, Inc. 401(K) PlanAugust Rooster, Inc.$219,8742023
Vice Fluid Art Inc. Retirement PlanVice Fluid Art Inc.$196,9582023
Khodma, Inc. 401(K) PlanKhodma, Inc.$180,9692023
Vance Risk Consultants, Inc. 401(K) Profit Sharing PlanVance Risk Consultants, Inc.$123,5082023
Advanced It Concepts Employee Benefits PlanAdvanced It Concepts$90,3052023
Boyds Poke' Ttmab Corp. Retirement PlanBoyds Poke' Ttmab Corp.$84,8542023
Startide Rising Inc. Retirement PlanStartide Rising Inc.$22,4512023
Iradimed Corporation Dental, Vision, Life, And Ad&D PlanIradimed Corporationnot reported in the loaded dataset2023
Insight Credit Union Health And Welfare PlanInsight Credit Unionnot reported in the loaded dataset2023
Iradimed Corporation Std PlanIradimed Corporationnot reported in the loaded dataset2023
Iradimed Corporation Medical PlanIradimed Corporationnot reported in the loaded dataset2023
Advanced It Concepts, Inc. Group Insurance PlanAdvanced It Conceptsnot reported in the loaded dataset2023
American Premier Services Inc Health BenefitAmerican Premier Servicesnot reported in the loaded dataset2023
Modern Plumbing Industries, Inc. Employee Health And Welfare PlanModern Plumbing Industries, Inc.not reported in the loaded dataset2023

Related Form 5500 pages