Key Largo, 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, Key Largo, FL has 13 loaded benefit plan(s) reported by 9 plan sponsor(s), with $74,069,912 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $74,069,912
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $73,896,412
Contributions & income
- Employer contributions
- $1,910,285
- Participant contributions
- $6,165,798
- Total income / additions
- $18,279,291
Expenses & distributions
- Benefits paid / distributions
- $8,195,466
- Total expenses
- $8,483,416
- Net increase / (decrease)
- $9,795,875
Coverage
- Total reported participants
- 2,199
- Plans with financial statements
- 11
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Key Largo, 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 |
|---|---|---|---|
| Ocean Reef Club Employee Savings And Retirement Plan | Ocean Reef Club, Inc. | $32,589,712 | 2023 |
| Dimension Hospitality, LLC 401(K) Plan | Dimension Hospitality, LLC | $22,586,832 | 2023 |
| Ocean Reef Community Association, Inc. 401(K) Plan | Ocean Reef Community Association, Inc. | $12,039,197 | 2023 |
| Riva Yamaha South, Inc. 401(K) Plan | Riva Yamaha South, Inc. | $3,456,461 | 2023 |
| Blueskyz, Inc. 401(K) Plan | Blueskyz, Inc. | $1,415,806 | 2023 |
| Academy At Ocean Reef Defined Contribution Retirement Plan | The Academy At Ocean Reef, Inc. | $668,407 | 2023 |
| Academy At Ocean Reef 403(B) Tda Plan | The Academy At Ocean Reef, Inc. | $508,482 | 2023 |
| Lipy Inc Profit Sharing Plan | Lipy Inc | $351,762 | 2023 |
| Seed Management Corporation 401(K) Plan | Seed Management Corporation | $187,814 | 2023 |
| Tax Prep 101411 Corp Profit Sharing Plan | Tax Prep 101411 Corp | $173,500 | 2023 |
| Lipy Inc Pension Plan | Lipy Inc | $91,939 | 2023 |
| Ocean Reef Club Inc Flexible Benefits Plan | Ocean Reef Club Inc C/O Human Resources | not reported in the loaded dataset | 2023 |
| Ocean Reef Community Association, Inc. Welfare Benefits Plan | Ocean Reef Community Association, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Key Largo → · Key Largo plans by participants → · Key Largo plans with financial data → · Key Largo plans with provider compensation → · $1B+ plans in Key Largo →
Related Form 5500 pages
- All FL Form 5500 filings
- Ocean Reef Club Employee Savings And Retirement Plan (plan 001)
- Ocean Reef Club, Inc. — all reported plans
- Dimension Hospitality, LLC 401(K) Plan (plan 001)
- Dimension Hospitality, LLC — all reported plans
- Ocean Reef Community Association, Inc. 401(K) Plan (plan 001)
- Ocean Reef Community Association, Inc. — all reported plans
- Riva Yamaha South, Inc. 401(K) Plan (plan 001)
- Riva Yamaha South, Inc. — all reported plans
- Blueskyz, Inc. 401(K) Plan (plan 001)
- Blueskyz, Inc. — all reported plans
- Academy At Ocean Reef Defined Contribution Retirement Plan (plan 001)
- The Academy At Ocean Reef, Inc. — all reported plans
- Academy At Ocean Reef 403(B) Tda Plan (plan 002)
- Lipy Inc Profit Sharing Plan (plan 001)
- Lipy Inc — all reported plans
- Seed Management Corporation 401(K) Plan (plan 001)
- Seed Management Corporation — all reported plans
- Tax Prep 101411 Corp Profit Sharing Plan (plan 001)
- Tax Prep 101411 Corp — all reported plans
- Lipy Inc Pension Plan (plan 002)
- Ocean Reef Club Inc Flexible Benefits Plan (plan 501)
- Ocean Reef Community Association, Inc. Welfare Benefits Plan (plan 501)
- Methodology
- Data sources