Menke & Associates’ Florida office, located in Naples, provides ESOP plan administration and compliance services to employee‑owned companies across Florida and the Southeastern United States. Following the completion of an Employee Stock Ownership Plan (ESOP) transaction, ongoing administration is essential to maintaining regulatory compliance, accurate participant allocations, and long‑term plan integrity.
As part of Menke’s national ESOP platform, the Florida administration team works in coordination with the firm’s investment banking, valuation, and legal professionals to ensure seamless support for ESOP companies.
Florida ESOP Plan Administration Services
Ongoing ESOP Administration & Compliance
Annual ESOP administration and recordkeeping
Participant allocations and account maintenance
Form 5500 preparation and filing coordination
Section 409(p) compliance testing
Participant statements and reporting
Long-Term ESOP Support
Repurchase obligation tracking and forecasting support
Coordination with independent ESOP trustees
Support for annual ESOP valuation processes
Regulatory updates and compliance guidance
Serving Florida & the Southeast
Menke’s Florida office supports ESOP plan administration clients throughout:
Naples
Miami
Fort Lauderdale
Tampa
Orlando
Jacksonville
Greater Florida
Georgia
Alabama
The Southeastern United States
Our Naples-based administration professionals collaborate closely with Menke’s Atlanta, Houston, and national teams to deliver integrated ESOP solutions.
Why ESOP Companies Choose Menke for Administration
Accurate and compliant ESOP administration is critical to protecting plan participants and maintaining regulatory integrity. Companies choose Menke because:
ESOPs are our exclusive focus
Dedicated ESOP administration expertise
Deep familiarity with ERISA and ESOP compliance requirements
Long-term partnership beyond the transaction
Florida Office Contact Information
Menke & Associates – Florida ESOP Plan Administration
3064 Terramar Drive
Naples, FL 34119
