Fort Walton, 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, Fort Walton, FL has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $120,952,668 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$120,952,668
Total reported liabilities (EOY)
$544
Total reported net assets (EOY)
$120,952,124

Contributions & income

Employer contributions
$5,205,908
Participant contributions
$13,312,783
Total income / additions
$37,031,770

Expenses & distributions

Benefits paid / distributions
$14,034,396
Total expenses
$14,568,192
Net increase / (decrease)
$22,463,578

Coverage

Total reported participants
2,969
Plans with financial statements
2
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fort Walton, 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 Fort Walton, FL
PlanSponsorReported assets (EOY)Year
Hx5, LLC 401(K) Profit Sharing PlanHx5, LLC$82,672,0462023
White-Wilson Medical Center Profit Sharing & 401(K) Plan &TrWhite-Wilson Medical Center, Pa$38,280,6222023
Hx5, LLC Health And Welfare PlanHx5, LLCnot reported in the loaded dataset2023

Related Form 5500 pages