Plain-English plan 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. 401(K) Retirement Plan is a benefit plan reported by Citrus World, Inc. under EIN 59-0245940 and plan number 333. The latest loaded filing year is 2023. The filing reports 835 participants and $79,501,968 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $79,501,968
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,501,968
- Net assets (BOY)
- $73,074,217
Income & contributions
- Employer contributions
- $1,082,607
- Participant contributions
- $3,979,600
- Total contributions
- $5,204,493
- Total income / additions
- $17,174,720
Expenses & distributions
- Benefits paid
- $10,465,776
- Administrative expenses
- $281,193
- Total expenses
- $10,746,969
- Net increase / (decrease)
- $6,427,751