Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

Southeastern Guide Dogs, Inc. Retirement Plan

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

Sponsored by Southeastern Guide Dogs, Inc. Β· Florida Β· Healthcare & Social Assistance

What the 2023 filing shows

Southeastern Guide Dogs, Inc. Retirement Plan holds $4M for 186 participants - about $21,978 per participant, up 8.2% over the 2023 plan year.

$4M
total plan assets (2023 EOY)
186
covered participants
$21,978
avg assets per participant
+8.2%
assets growth YoY
Total Assets (2023)
$4M
Participants
186
State
Industry
Healthcare & Social Assistance

What the Filing Says About Southeastern Guide Dogs, Inc. Retirement Plan

Southeastern Guide Dogs, Inc. Retirement Plan is a Profit Sharing retirement plan sponsored by Southeastern Guide Dogs, Inc., headquartered in Florida. As of the 2023 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 186 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 592252352, and the plan has been effective since 1993-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $4M at the beginning of 2023 to $4M at year-end β€” a gain of 8.2%. Net assets (after liabilities) closed the year at $4M, with reported net income of $308K 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 β€” 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)$4M
Total Assets (End of Year)$4M
Net Assets (End of Year)$4M
Net Income$308K
Plan TypeProfit Sharing
Employer EIN592252352
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southeastern Guide Dogs, Inc.)

Year Plans Participants Total Assets
2022 1 157 $4M
2023 1 186 $4M
2024 1 172 $4M

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the Southeastern Guide Dogs, Inc. Retirement Plan?
As of the 2023 Form 5500 filing, Southeastern Guide Dogs, Inc. Retirement Plan holds $4M in total assets with 186 participants. It is sponsored by Southeastern Guide Dogs, Inc..
What type of plan is Southeastern Guide Dogs, Inc. Retirement Plan?
Southeastern Guide Dogs, Inc. Retirement Plan is a Profit Sharing plan. It has been effective since 1993-01-01. The plan is filed with the U.S. Department of Labor under EIN 592252352.
Who sponsors the Southeastern Guide Dogs, Inc. Retirement Plan?
Southeastern Guide Dogs, Inc. Retirement Plan is sponsored by Southeastern Guide Dogs, Inc., located in Florida. The sponsor's EIN is 592252352 and the plan operates in the Healthcare & Social Assistance industry.
How did Southeastern Guide Dogs, Inc. Retirement Plan perform in 2023?
Southeastern Guide Dogs, Inc. Retirement Plan grew by 8.2% during 2023, moving from $4M to $4M in total assets. Net income was $308K.
Where can I find official filings for Southeastern Guide Dogs, Inc. Retirement Plan?
Official Form 5500 filings for Southeastern Guide Dogs, Inc. Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 592252352 or plan name at efast.dol.gov.
How does Southeastern Guide Dogs, Inc. Retirement Plan compare to other plans?
You can compare Southeastern Guide Dogs, Inc. 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 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) β€” original filing retrieval by EIN 592252352.

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

Reference: IRS Publication 590-B β€” 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.