Citrus World, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Citrus World, Inc. (EIN 59-0245940) is a plan sponsor located in Lake Wales, FL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
59-0245940
Location
Lake Wales, FL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$79,501,968
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$79,501,968

Contributions & income

Employer contributions
$1,082,607
Participant contributions
$3,979,600
Total income / additions
$17,174,720

Expenses & distributions

Benefits paid / distributions
$10,465,776
Total expenses
$10,746,969
Net increase / (decrease)
$6,427,751

Coverage

Total reported participants
1,533
Plans with financial statements
1
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Citrus World, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Citrus World, Inc. 401(K) Retirement Plan333835$79,501,9682023
Florida'S Natural Growers, Inc. Welfare Benefit Plan501698not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Citrus World, Inc.
YearPlanParticipantsSchedulesFiling
2023Florida'S Natural Growers, Inc. Welfare Benefit Plan698C20240731082822NAL0012525555001
2023Citrus World, Inc. 401(K) Retirement Plan835H, C20250325115817NAL0010153747001

Related Form 5500 pages