Jacksonville 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, Jacksonville Beach, FL has 20 loaded benefit plan(s) reported by 18 plan sponsor(s), with $37,467,898 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 20
- Plan sponsors
- 18
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $37,467,898
- Total reported liabilities (EOY)
- $59,978
- Total reported net assets (EOY)
- $37,407,920
Contributions & income
- Employer contributions
- $1,481,617
- Participant contributions
- $5,498,804
- Total income / additions
- $14,481,363
Expenses & distributions
- Benefits paid / distributions
- $9,723,388
- Total expenses
- $9,926,030
- Net increase / (decrease)
- $4,555,333
Coverage
- Total reported participants
- 3,214
- Plans with financial statements
- 15
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Jacksonville 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Optimum Hit LLC 401k Profit Sharing Plan & Trust | Optimum Healthcare It, LLC | $13,155,627 | 2023 |
| Hueman People Solutions, LLC 401(K) Plan | Hueman People Solutions, LLC | $8,602,560 | 2023 |
| Ce Broker, Inc. Retirement Savings & Profit Sharing Plan & Trust | Ce Broker, Inc. | $5,825,544 | 2023 |
| Crucial Care Emergency Medicine Doctors 401(K) Plan | Medical Life, Inc. | $2,356,816 | 2023 |
| National Center For Housing Management 401(K) Profit Sharing Plan And Trust | National Center For Housing Management, Inc. | $1,660,912 | 2023 |
| Jax Refrigeration, Inc. 401(K) Plan | Jax Refrigeration, Inc. | $1,386,289 | 2023 |
| Daruma Jacksonville Retirement Plan | Daruma Jacksonville | $1,000,000 | 2023 |
| Marsh Landing Management Company, Inc. 401(K) Retirement Plan | Marsh Landing Management Company, Inc. | $974,725 | 2023 |
| Ed Starkey & Associates, Inc. Profit Sharing Plan | Ed Starkey & Associates, Inc. Proft Sharing Plan | $903,573 | 2023 |
| Intrepid Capital Corporation Employee Stock Ownership Plan | Intrepid Capital Corporation | $706,292 | 2023 |
| Sunny Clippers Retirement Plan | Sunny Clippers, Inc. | $277,400 | 2023 |
| Smokeware Dot Net LLC 401(K) Profit Sharing Plan & Trust | Smokeware Dot Net LLC | $246,459 | 2023 |
| Aussie Runner Inc. 401k Profit Sharing Plan | Aussie Runner Inc. | $221,745 | 2023 |
| Seaside Nature Shop Inc 401(K) Plan | Seaside Nature Shop Inc. | $148,271 | 2023 |
| Global Asset Management Solutions, Inc. Profit Sharing Plan | Global Asset Management Solutions, Inc. | $1,685 | 2023 |
| Hueman People Solutions, LLC Welfare Benefits Plan | Hueman People Solutions, LLC | not reported in the loaded dataset | 2023 |
| Atp Professionals, Inc. | Atp Professionals, Inc. | not reported in the loaded dataset | 2023 |
| Ce Broker, Inc Dba Propelus Benefit Plan | Ce Broker, Inc Dba Propelus | not reported in the loaded dataset | 2023 |
| Geddes Enterprises, LLC Welfare Benefit Plan | Geddes Enterprises, LLC | not reported in the loaded dataset | 2023 |
| Natural Life Collections, Inc. Welfare Benefits Plan | Natural Life Collections, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Jacksonville Beach → · Jacksonville Beach plans by participants → · Jacksonville Beach plans with financial data → · Jacksonville Beach plans with provider compensation → · $1B+ plans in Jacksonville Beach →
Related Form 5500 pages
- All FL Form 5500 filings
- Optimum Hit LLC 401k Profit Sharing Plan & Trust (plan 001)
- Optimum Healthcare It, LLC — all reported plans
- Hueman People Solutions, LLC 401(K) Plan (plan 001)
- Hueman People Solutions, LLC — all reported plans
- Ce Broker, Inc. Retirement Savings & Profit Sharing Plan & Trust (plan 001)
- Ce Broker, Inc. — all reported plans
- Crucial Care Emergency Medicine Doctors 401(K) Plan (plan 001)
- Medical Life, Inc. — all reported plans
- National Center For Housing Management 401(K) Profit Sharing Plan And Trust (plan 001)
- National Center For Housing Management, Inc. — all reported plans
- Jax Refrigeration, Inc. 401(K) Plan (plan 001)
- Jax Refrigeration, Inc. — all reported plans
- Daruma Jacksonville Retirement Plan (plan 001)
- Daruma Jacksonville — all reported plans
- Marsh Landing Management Company, Inc. 401(K) Retirement Plan (plan 001)
- Marsh Landing Management Company, Inc. — all reported plans
- Ed Starkey & Associates, Inc. Profit Sharing Plan (plan 001)
- Ed Starkey & Associates, Inc. Proft Sharing Plan — all reported plans
- Intrepid Capital Corporation Employee Stock Ownership Plan (plan 002)
- Intrepid Capital Corporation — all reported plans
- Sunny Clippers Retirement Plan (plan 001)
- Sunny Clippers, Inc. — all reported plans
- Smokeware Dot Net LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Smokeware Dot Net LLC — all reported plans
- Aussie Runner Inc. 401k Profit Sharing Plan (plan 001)
- Aussie Runner Inc. — all reported plans
- Seaside Nature Shop Inc 401(K) Plan (plan 001)
- Seaside Nature Shop Inc. — all reported plans
- Global Asset Management Solutions, Inc. Profit Sharing Plan (plan 001)
- Global Asset Management Solutions, Inc. — all reported plans
- Methodology
- Data sources