South Miami, 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, South Miami, FL has 11 loaded benefit plan(s) reported by 8 plan sponsor(s), with $41,173,866 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
8
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$41,173,866
Total reported liabilities (EOY)
$75,636
Total reported net assets (EOY)
$41,098,230

Contributions & income

Employer contributions
$817,393
Participant contributions
$5,461,879
Total income / additions
$13,050,806

Expenses & distributions

Benefits paid / distributions
$6,064,690
Total expenses
$6,427,837
Net increase / (decrease)
$6,622,969

Coverage

Total reported participants
8,513
Plans with financial statements
6
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for South Miami, 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 South Miami, FL
PlanSponsorReported assets (EOY)Year
Monte Nido Holdings 401(K) Retirement PlanMonte Nido & Affiliates$16,237,9752023
Larkin Community Hospital 401(K) PlanLarkin Community Hospital, Inc.$14,006,7412023
Magnum Construction Management 401(K) PlanMagnum Construction Management$5,532,0542023
Richard C. Mariani, Jr., D.D.S., M.S. Defined Benefit PlanRichard C. Mariani, Jr., D.D.S., M.S.$1,888,5442023
Linda Court, Inc. Employees' Profit Sharing PlanLinda Court, Inc.$1,850,1052023
Fellowship House Retirement PlanPsycho-Social Rehabilitation Center, Inc.$1,658,4472023
Dental PpoCardiovascular Medicine Associates, P.A.not reported in the loaded dataset2023
HealthCardiovascular Medicine Associates, P.A.not reported in the loaded dataset2023
Monte Nido Holdings, LLC Health And Welfare PlanMonte Nido Holdings, LLCnot reported in the loaded dataset2023
Basic Life And Accidental Death And DismembermentCardiovascular Medicine Associates, P.A.not reported in the loaded dataset2023
Larkin Community Hospital Revised Employee Welfare Benefit PlanLarkin Community Hospitalnot reported in the loaded dataset2023

Related Form 5500 pages