Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Community Legal Services of Mid-Florida Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Community Legal Services of Mid-Florida, Inc. · Florida · Professional & Technical Services

What the 2023 filing shows

Community Legal Services of Mid-Florida Retirement Plan holds $5M for 112 participants — about $40,533 per participant, down 12.1% over the 2022 plan year.

$5M
total plan assets (2022 EOY)
112
covered participants
$40,533
avg assets per participant
-12.1%
assets change YoY

The plan reported a net loss of $627K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$5M
Participants
112
State
Industry
Professional & Technical Services

What the Filing Says About Community Legal Services of Mid-Florida Retirement Plan

Community Legal Services of Mid-Florida Retirement Plan is a Profit Sharing retirement plan sponsored by Community Legal Services of Mid-Florida, Inc., headquartered in Florida. As of the 2022 Form 5500 filing, the plan reports $5M in total end-of-year assets and covers 112 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 591156260, and the plan has been effective since 2005-02-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $5M at the beginning of 2022 to $5M at year-end — a decline of 12.1%. Net assets (after liabilities) closed the year at $5M, with reported net income of $-627,074 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$5M
Total Assets (End of Year)$5M
Net Assets (End of Year)$5M
Net Income$-627,074
Plan TypeProfit Sharing
Employer EIN591156260
Plan Effective Date2005-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Legal Services of Mid-Florida, Inc.)

Year Plans Participants Total Assets
2022 1 112 $5M
2023 1 115 $6M
2024 1 147 $7M

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Community Legal Services of Mid-Florida Retirement Plan?
As of the 2022 Form 5500 filing, Community Legal Services of Mid-Florida Retirement Plan holds $5M in total assets with 112 participants. It is sponsored by Community Legal Services of Mid-Florida, Inc..
What type of plan is Community Legal Services of Mid-Florida Retirement Plan?
Community Legal Services of Mid-Florida Retirement Plan is a Profit Sharing plan. It has been effective since 2005-02-01. The plan is filed with the U.S. Department of Labor under EIN 591156260.
Who sponsors the Community Legal Services of Mid-Florida Retirement Plan?
Community Legal Services of Mid-Florida Retirement Plan is sponsored by Community Legal Services of Mid-Florida, Inc., located in Florida. The sponsor's EIN is 591156260 and the plan operates in the Professional & Technical Services industry.
How did Community Legal Services of Mid-Florida Retirement Plan perform in 2022?
Community Legal Services of Mid-Florida Retirement Plan declined by 12.1% during 2022, moving from $5M to $5M in total assets. Net income was $-627,074.
Where can I find official filings for Community Legal Services of Mid-Florida Retirement Plan?
Official Form 5500 filings for Community Legal Services of Mid-Florida Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 591156260 or plan name at efast.dol.gov.
How does Community Legal Services of Mid-Florida Retirement Plan compare to other plans?
You can compare Community Legal Services of Mid-Florida Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 591156260.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.