Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC.

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

FAMILY HEALTH CENTERS OF SOUTH

This Profit Sharing plan holds $23M in total assets and serves 651 participants as of 2024. It is sponsored by FAMILY HEALTH CENTERS OF SOUTH in Florida. The plan reported positive net income of $3M for the year.

Total Assets (2023)
$23M
Participants
651
State
Industry
Healthcare & Social Assistance

What the Filing Says About FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC.

FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC. is a Profit Sharing retirement plan sponsored by FAMILY HEALTH CENTERS OF SOUTH, headquartered in Florida. As of the 2024 Form 5500 filing, the plan reports $23M in total end-of-year assets and covers 651 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 591741273, and the plan has been effective since 1992-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $20M at the beginning of 2024 to $23M at year-end — a gain of 15.5%. Net assets (after liabilities) closed the year at $23M, with reported net income of $3M 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)$20M
Total Assets (End of Year)$23M
Net Assets (End of Year)$23M
Net Income$3M
Plan TypeProfit Sharing
Employer EIN591741273
Plan Effective Date1992-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (FAMILY HEALTH CENTERS OF SOUTH)

Year Plans Participants Total Assets
2022 2 890 $36M
2023 2 1,227 $44M
2024 2 1,199 $53M

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Frequently Asked Questions

How much money is in the FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC.?
As of the 2024 Form 5500 filing, FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC. holds $23M in total assets with 651 participants. It is sponsored by FAMILY HEALTH CENTERS OF SOUTH.
What type of plan is FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC.?
FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC. is a Profit Sharing plan. It has been effective since 1992-06-01. The plan is filed with the U.S. Department of Labor under EIN 591741273.
Who sponsors the FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC.?
FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC. is sponsored by FAMILY HEALTH CENTERS OF SOUTH, located in Florida. The sponsor's EIN is 591741273 and the plan operates in the Healthcare & Social Assistance industry.
How did FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC. perform in 2024?
FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC. grew by 15.5% during 2024, moving from $20M to $23M in total assets. Net income was $3M.
Where can I find official filings for FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC.?
Official Form 5500 filings for FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 591741273 or plan name at efast.dol.gov.
How does FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC. compare to other plans?
You can compare FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC. 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.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 591741273.

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 official public datasets. See our methodology for details.