Ponte Vedra 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, Ponte Vedra Beach, FL has 19 loaded benefit plan(s) reported by 14 plan sponsor(s), with $619,872,263 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 19
- Plan sponsors
- 14
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $619,872,263
- Total reported liabilities (EOY)
- $17,732
- Total reported net assets (EOY)
- $619,854,531
Contributions & income
- Employer contributions
- $21,947,934
- Participant contributions
- $21,074,354
- Total income / additions
- $130,195,862
Expenses & distributions
- Benefits paid / distributions
- $36,909,434
- Total expenses
- $37,599,670
- Net increase / (decrease)
- $92,596,192
Coverage
- Total reported participants
- 13,633
- Plans with financial statements
- 14
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ponte Vedra 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 |
|---|---|---|---|
| Pga Tour Employees Retirement Plan | Pga Tour, Inc. | $307,203,632 | 2023 |
| Pga Tour Employees Savings Plan | Pga Tour, Inc | $244,277,576 | 2023 |
| T.L. Cannon 401(K) Plan | T.L. Cannon Corporation | $17,919,907 | 2023 |
| Beaches Dermatology, P.A. 401(K) Profit Sharing Plan | Beaches Dermatology, P.A. | $12,596,853 | 2023 |
| First Tee Foundation Employees Savings Plan | Pga Tour First Tee Foundation, Inc. | $9,167,761 | 2023 |
| Americorp Inc. 401(K) Profit Sharing Plan | Americorp, Inc. | $7,412,582 | 2023 |
| Life Care Pastoral Services Tax Sheltered Annuity Plan | Life Care Pastoral Services | $5,988,975 | 2023 |
| Sawgrass Country Club 401(K) Plan | Sawgrass Country Club, Inc | $5,322,741 | 2023 |
| D. R. Repass, P. A. 401(K) Profit Sharing Plan And Trust | D.R. Repass, P.A. | $4,826,155 | 2023 |
| Vacation Rental Pros Property Management LLC 401k Plan | Vacation Rental Pros Property Management | $3,992,083 | 2023 |
| Home For Life, Inc. 401(K) Plan | Home For Life, Inc. | $1,110,923 | 2023 |
| Smith Homes Sell, Inc. Retirement Plan | Smith Homes Sell, Inc. | $53,075 | 2023 |
| Kaxlyn, Inc. Retirement Plan | Kaxlyn, Inc. | $0 | 2023 |
| First Coast Yoga Inc. Retirement Plan | First Coast Yoga Inc. | $0 | 2023 |
| Sawgrass Country Club Employee Health & Benefits Plan | Sawgrass Country Club | not reported in the loaded dataset | 2023 |
| Pga Tour Inc., Welfare Plan | Pga Tour, Inc. | not reported in the loaded dataset | 2023 |
| T.L. Cannon Corp. Group Insurance Plan | T.L. Cannon Corporation | not reported in the loaded dataset | 2023 |
| Family First Dealer Services LLC Welfare Benefit Plan | Family First Services National Auto Care | not reported in the loaded dataset | 2023 |
| Vicar'S Landing Welfare Benefit Plan | Life Care Pastoral Services Inc | not reported in the loaded dataset | 2023 |
Largest plans in Ponte Vedra Beach → · Ponte Vedra Beach plans by participants → · Ponte Vedra Beach plans with financial data → · Ponte Vedra Beach plans with provider compensation → · $1B+ plans in Ponte Vedra Beach →
Related Form 5500 pages
- All FL Form 5500 filings
- Pga Tour Employees Retirement Plan (plan 001)
- Pga Tour, Inc. — all reported plans
- Pga Tour Employees Savings Plan (plan 002)
- T.L. Cannon 401(K) Plan (plan 001)
- T.L. Cannon Corporation — all reported plans
- Beaches Dermatology, P.A. 401(K) Profit Sharing Plan (plan 001)
- Beaches Dermatology, P.A. — all reported plans
- First Tee Foundation Employees Savings Plan (plan 002)
- Pga Tour First Tee Foundation, Inc. — all reported plans
- Americorp Inc. 401(K) Profit Sharing Plan (plan 001)
- Americorp, Inc. — all reported plans
- Life Care Pastoral Services Tax Sheltered Annuity Plan (plan 001)
- Life Care Pastoral Services — all reported plans
- Sawgrass Country Club 401(K) Plan (plan 001)
- Sawgrass Country Club, Inc — all reported plans
- D. R. Repass, P. A. 401(K) Profit Sharing Plan And Trust (plan 001)
- D.R. Repass, P.A. — all reported plans
- Vacation Rental Pros Property Management LLC 401k Plan (plan 002)
- Vacation Rental Pros Property Management — all reported plans
- Home For Life, Inc. 401(K) Plan (plan 001)
- Home For Life, Inc. — all reported plans
- Smith Homes Sell, Inc. Retirement Plan (plan 001)
- Smith Homes Sell, Inc. — all reported plans
- Kaxlyn, Inc. Retirement Plan (plan 001)
- Kaxlyn, Inc. — all reported plans
- First Coast Yoga Inc. Retirement Plan (plan 001)
- First Coast Yoga Inc. — all reported plans
- Sawgrass Country Club Employee Health & Benefits Plan (plan 504)
- Methodology
- Data sources