Graceville, 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, Graceville, FL has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $14,127,743 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$14,127,743
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$14,127,743

Contributions & income

Employer contributions
$726,140
Participant contributions
$1,605,995
Total income / additions
$4,454,858

Expenses & distributions

Benefits paid / distributions
$1,039,631
Total expenses
$1,249,439
Net increase / (decrease)
$3,205,419

Coverage

Total reported participants
1,347
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Graceville, 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 Graceville, FL
PlanSponsorReported assets (EOY)Year
Rex Lumber 401(K) And P/S PlanRex Lumber, LLC$14,127,7432023
Rex Lumber, LLC Health And Welfare PlanRex Lumber, LLCnot reported in the loaded dataset2023

Related Form 5500 pages