Atlantic Beach, FL Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Atlantic Beach, FL has 9 loaded benefit plan(s) reported by 6 plan sponsor(s), with $16,715,374 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
6
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$16,715,374
Total reported liabilities (EOY)
$5,905
Total reported net assets (EOY)
$16,705,414

Contributions & income

Employer contributions
$523,346
Participant contributions
$954,339
Total income / additions
$3,007,373

Expenses & distributions

Benefits paid / distributions
$1,252,137
Total expenses
$1,334,519
Net increase / (decrease)
$1,672,854

Coverage

Total reported participants
1,269
Plans with financial statements
6
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Atlantic Beach, FL plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Atlantic Beach, FL
PlanSponsorReported assets (EOY)Year
Fleet Landing 401(K) Retirement PlanNaval Continuing Care Retirement Foundation Dba Fleet Landing$7,825,8732023
Surface Technologies Corporation 401k Profit Sharing PlanSurface Technologies Corporation$6,314,4942023
Gerry F. Emmanuel, Md Money Purchase Pension PlanGerry F. Emmanuel, Md$1,814,0462023
J&M Gann, Inc. Retirement PlanJ&M Gann, Inc.$384,3002023
Cds 6 Holdings Inc. Retirement PlanCds 6 Holdings Inc.$372,6062023
Stretch Life, Inc. 401(K) PlanStretch Life, Inc.$4,0552023
Naval Continuing Care Retirement Foundation, Inc Dba Fleet Landing Employee Benefits PlanNaval Continuing Care Retirement Foundation, Incnot reported in the loaded dataset2023
Naval Continuing Care Retirement Foundation Health & Welfare PlanNaval Continuing Care Retirement Foundationnot reported in the loaded dataset2023
Surface Technologies CorporationSurface Technologies Corporationnot reported in the loaded dataset2023

Related Form 5500 pages