How big is Southwest Florida Library NETW's plan?

Southwest Florida Library NETW's plan reported $190K in assets and 3 participants for 2024.

Original filing (PDF)20250514103809NAL0012750115001

Southwest Florida Library NETW

Name: Southwest Florida Library NETW — Southwest Florida, Form 5500 (2024)
Creator: Southwest Florida Library NETW
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southwest Florida Library NETW 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Southwest Florida Library NETW's Southwest Florida Library NETW 401(k) Profit Sharing Plan & Trust held $190K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$190K

Net assets (EOY)

$190K

People on this filing

AMY-Jane McWilliam signed Southwest Florida Library NETW's 2024 Form 5500 as plan administrator.

AMY-Jane McWilliam — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Southwest Florida Library NETW's EIN is 65-0436031.

EIN 65-0436031

Plan number 001

Plan year 2024

ACK ID 20250514103809NAL0012750115001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southwest Florida Library NETW from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southwest Florida Library NETW's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHWEST FLORIDA LIBRARY NETW.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

SOUTHWEST FLORIDA LIBRARY NETW

EIN

all filings

Address

13120 WESTLINKS TER STE 3 · FORT MYERS, FL · 339138652

Phone

(239) 313-6338

Industry

Admin Support & Waste Mgmt

Plan administrator