Fort Walton 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, Fort Walton Beach, FL has 29 loaded benefit plan(s) reported by 22 plan sponsor(s), with $157,712,138 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 29
- Plan sponsors
- 22
- Total reported assets (EOY)
- $157,712,138
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Eglin Federal Credit Union Retirement Plan | Eglin Federal Credit Union | $69,609,323 | 2023 |
| Hx5 Sierra, LLC 401(K) Profit Sharing Plan | Hx5 Sierra, LLC | $22,855,799 | 2023 |
| Orthopaedic Associates, P.A. Profit Sharing 401(K) Plan And Trust | Orthopaedic Associates, P.A. | $11,571,613 | 2023 |
| B3h 401(K) Plan | B3h Corporation | $9,972,275 | 2023 |
| Zt Motors 401(K) Plan | Zt Motors Of Fort Walton, Lp | $7,871,892 | 2023 |
| Step One Automotive Group LLC 401(K) Plan | Step One Automotive Group LLC | $7,292,142 | 2023 |
| Beast Code 401(K) Plan & Trust | Beast Code, LLC | $6,411,903 | 2023 |
| Advanced Concepts Enterprises 401(K) Plan | Advanced Concepts Enterprises Inc. | $4,745,869 | 2023 |
| Lord & Son Construction, Inc. 401(K) Plan | Lord & Son Construction, Inc. | $4,597,155 | 2023 |
| The Fort Walton Machining 401(K) Plan | Fort Walton Machining, Inc. | $4,149,453 | 2023 |
| Eleanor A. Mccain, M.D., P.A. Profit Sharing Plan | Eleanor A. Mccain, M.D., P.A. | $3,734,040 | 2023 |
| A & A Transfer & Storage, Inc. Employees Profit Sharing Plan & Trust | A & A Transfer & Storage, Inc. | $1,759,318 | 2023 |
| Walton Properties Profit Sharing Plan & Trust | Walton Prop & Construction Inc | $1,741,387 | 2023 |
| The Arc Of The Emerald Coast 401(K) Plan | Horizons Of Okaloosa County, Inc. Dba The Arc Of The Emerald Coast | $805,917 | 2023 |
| Douglas Investment Management Inc 401(K) Plan | Douglas Investment Management Inc | $496,243 | 2023 |
| Children In Crisis, Inc. Erisa 403(B) Plan | Children In Crisis, Inc. | $97,327 | 2023 |
| J&K Wilcher Corp. 401(K) Profit Sharing Plan | J&K Wilcher Corp. | $482 | 2023 |
| White-Wilson Medical Center, Pa Employee Benefits Plan | White-Wilson Medical Center, Pa | not reported in the loaded dataset | 2023 |
| Welfare Benefit Plan | Dynamic Pain & Wellness LLC | not reported in the loaded dataset | 2023 |
| Life Insurance | Southern National Banks, Inc. | not reported in the loaded dataset | 2023 |
| Medical Plan | Zt Motors Holdings Lp | not reported in the loaded dataset | 2023 |
| Beast Code, LLC Beast Code Health & Welfare Benefit Plan | Beast Code, LLC | not reported in the loaded dataset | 2023 |
| Step One Automotive Group Health And Welfare Plan | Step One Automotive Group LLC | not reported in the loaded dataset | 2023 |
| B3h Corporation | B3h Corporation | not reported in the loaded dataset | 2023 |
| Dental Insurance | Southern National Banks, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Fort Walton Beach → · Fort Walton Beach plans with financial data → · $1B+ plans in Fort Walton Beach → · Providers by reported compensation →
Related Form 5500 pages
- All FL Form 5500 filings
- Eglin Federal Credit Union Retirement Plan (plan 001)
- Eglin Federal Credit Union — all reported plans
- Hx5 Sierra, LLC 401(K) Profit Sharing Plan (plan 001)
- Hx5 Sierra, LLC — all reported plans
- Orthopaedic Associates, P.A. Profit Sharing 401(K) Plan And Trust (plan 001)
- Orthopaedic Associates, P.A. — all reported plans
- B3h 401(K) Plan (plan 001)
- B3h Corporation — all reported plans
- Zt Motors 401(K) Plan (plan 002)
- Zt Motors Of Fort Walton, Lp — all reported plans
- Step One Automotive Group LLC 401(K) Plan (plan 001)
- Step One Automotive Group LLC — all reported plans
- Beast Code 401(K) Plan & Trust (plan 001)
- Beast Code, LLC — all reported plans
- Advanced Concepts Enterprises 401(K) Plan (plan 001)
- Advanced Concepts Enterprises Inc. — all reported plans
- Lord & Son Construction, Inc. 401(K) Plan (plan 001)
- Lord & Son Construction, Inc. — all reported plans
- The Fort Walton Machining 401(K) Plan (plan 001)
- Fort Walton Machining, Inc. — all reported plans
- Eleanor A. Mccain, M.D., P.A. Profit Sharing Plan (plan 001)
- Eleanor A. Mccain, M.D., P.A. — all reported plans
- A & A Transfer & Storage, Inc. Employees Profit Sharing Plan & Trust (plan 001)
- A & A Transfer & Storage, Inc. — all reported plans
- Walton Properties Profit Sharing Plan & Trust (plan 001)
- Walton Prop & Construction Inc — all reported plans
- The Arc Of The Emerald Coast 401(K) Plan (plan 002)
- Horizons Of Okaloosa County, Inc. Dba The Arc Of The Emerald Coast — all reported plans
- Douglas Investment Management Inc 401(K) Plan (plan 001)
- Douglas Investment Management Inc — all reported plans
- Methodology
- Data sources