Zephyrhills, 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, Zephyrhills, FL has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $269,629,917 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $269,629,917
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $269,629,917
Contributions & income
- Employer contributions
- $10,605,454
- Participant contributions
- $9,004,119
- Total income / additions
- $64,582,718
Expenses & distributions
- Benefits paid / distributions
- $23,770,745
- Total expenses
- $23,965,148
- Net increase / (decrease)
- $40,617,570
Coverage
- Total reported participants
- 4,029
- Plans with financial statements
- 3
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Zephyrhills, 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 |
|---|---|---|---|
| Florida Medical Clinic, LLC 401(K) Plan And Trust | Ohi West Medical Group Ii LLC | $269,317,717 | 2023 |
| Silver Oaks Rentals Inc. Pension Transfer Trust Plan | Silver Oaks Rentals Inc. | $312,200 | 2023 |
| 4see Ventures Inc Retirement Plan | 4see Ventures Inc | $0 | 2023 |
| Ohi West Medical Group Ii LLC, Welfare Benefits Plan | Ohi West Medical Group Ii LLC | not reported in the loaded dataset | 2023 |
Largest plans in Zephyrhills → · Zephyrhills plans by participants → · Zephyrhills plans with financial data → · Zephyrhills plans with provider compensation → · $1B+ plans in Zephyrhills →
Related Form 5500 pages
- All FL Form 5500 filings
- Florida Medical Clinic, LLC 401(K) Plan And Trust (plan 001)
- Ohi West Medical Group Ii LLC — all reported plans
- Silver Oaks Rentals Inc. Pension Transfer Trust Plan (plan 001)
- Silver Oaks Rentals Inc. — all reported plans
- 4see Ventures Inc Retirement Plan (plan 001)
- 4see Ventures Inc — all reported plans
- Ohi West Medical Group Ii LLC, Welfare Benefits Plan (plan 501)
- Methodology
- Data sources