St. Augustine, 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, St. Augustine, FL has 69 loaded benefit plan(s) reported by 58 plan sponsor(s), with $563,441,890 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 69
- Plan sponsors
- 58
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $563,441,890
- Total reported liabilities (EOY)
- $356,863
- Total reported net assets (EOY)
- $563,085,027
Contributions & income
- Employer contributions
- $21,235,035
- Participant contributions
- $29,878,575
- Total income / additions
- $168,020,221
Expenses & distributions
- Benefits paid / distributions
- $48,669,651
- Total expenses
- $49,549,939
- Net increase / (decrease)
- $118,470,282
Coverage
- Total reported participants
- 20,725
- Plans with financial statements
- 51
- Plans with provider compensation
- 11
Totals sum the latest loaded 2023 public Form 5500 filing per plan for St. Augustine, 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 |
|---|---|---|---|
| Flagler Hospital Money Accumulation Plan And Trust | Flagler Hospital, Inc. | $61,359,094 | 2023 |
| Collective Equity 401k Trust | Collective Equity Inc. | $49,000,000 | 2023 |
| Flagler Hospital Tax Sheltered Savings Plan | Flagler Hospital, Inc. | $39,214,822 | 2023 |
| Brown Jordan Inc. 401(K) Plan | Brown Jordan Inc. | $37,826,756 | 2023 |
| H.T.A. Cast Retirement Plan | Historic Tours Of America, Inc | $16,413,452 | 2023 |
| Beaver Toyota 401(K) Plan | Beaver Motors, Inc. Dba Beaver Toyota St. Augustine | $9,415,090 | 2023 |
| Global Maritek Systems, Inc. 401(K) Plan | Global Maritek Systems, Inc. | $9,185,502 | 2023 |
| Lexes Associates, Inc. Retirement Trust | Lexes Associates, Inc. | $8,700,379 | 2023 |
| Island Doctors 401(K) Profit Sharing Plan | Roy Hinman, Md Dba Island Doctors | $7,348,696 | 2023 |
| Dream Live Prosper 401(K) Profit Sharing Plan | Dlp Real Estate Capital, Inc. | $7,334,391 | 2023 |
| Bozard Ford Company Employees' 401(K) Savings & Protection Plan | Bozard Ford Company | $6,632,733 | 2023 |
| Fletcher Davis, LLC 401(K) Profit Sharing Plan | Fletcher Davis, LLC | $1,837,409 | 2023 |
| Prp Logistics 401(K) Plan | Prp Logistics LLC | $1,378,424 | 2023 |
| Hideaway Trail At Coquina Pond, Inc. Retirement Plan | Hideaway Trail At Coquina Pond, Inc. | $801,029 | 2023 |
| Rio Bravo I Inc. 401(K) Plan | Rio Bravo I Inc. | $769,255 | 2023 |
| Avl Lux, Inc Retirement Plan | Avl Lux, Inc | $482,363 | 2023 |
| Rg Squared, Inc. Retirement Plan | Rg Squared, Inc. | $404,801 | 2023 |
| Rgbc Enterprises Inc. Retirement Plan | Rgbc Enterprises Inc. | $340,631 | 2023 |
| Magnolia Mountain Co. 401(K) Plan | Magnolia Mountain Co. | $339,243 | 2023 |
| Racy Point, Inc. Profit Sharing Plan | Racy Point, Inc. | $307,978 | 2023 |
| Stana, Inc. 401(K) Plan | Stana, Inc. | $175,898 | 2023 |
| J. Juniper Investments, Inc. 401k Profit Sharing Plan | J. Juniper Investments, Inc. | $171,409 | 2023 |
| True Potential Tdi, Inc. 401(K) Profit Sharing Plan | True Potential Tdi, Inc. | $131,485 | 2023 |
| Chrima Innovations Inc. Retirement Plan | Chrima Innovations Inc. | $90,000 | 2023 |
| Rjr Management Services Corp 401(K) Plan | Rjr Management Services Corp | $63,855 | 2023 |
Largest plans in St. Augustine → · St. Augustine plans by participants → · St. Augustine plans with financial data → · St. Augustine plans with provider compensation → · $1B+ plans in St. Augustine →
Related Form 5500 pages
- All FL Form 5500 filings
- Flagler Hospital Money Accumulation Plan And Trust (plan 002)
- Flagler Hospital, Inc. — all reported plans
- Collective Equity 401k Trust (plan 001)
- Collective Equity Inc. — all reported plans
- Flagler Hospital Tax Sheltered Savings Plan (plan 003)
- Brown Jordan Inc. 401(K) Plan (plan 001)
- Brown Jordan Inc. — all reported plans
- H.T.A. Cast Retirement Plan (plan 001)
- Historic Tours Of America, Inc — all reported plans
- Beaver Toyota 401(K) Plan (plan 001)
- Beaver Motors, Inc. Dba Beaver Toyota St. Augustine — all reported plans
- Global Maritek Systems, Inc. 401(K) Plan (plan 001)
- Global Maritek Systems, Inc. — all reported plans
- Lexes Associates, Inc. Retirement Trust (plan 001)
- Lexes Associates, Inc. — all reported plans
- Island Doctors 401(K) Profit Sharing Plan (plan 001)
- Roy Hinman, Md Dba Island Doctors — all reported plans
- Dream Live Prosper 401(K) Profit Sharing Plan (plan 001)
- Dlp Real Estate Capital, Inc. — all reported plans
- Bozard Ford Company Employees' 401(K) Savings & Protection Plan (plan 001)
- Bozard Ford Company — all reported plans
- Fletcher Davis, LLC 401(K) Profit Sharing Plan (plan 001)
- Fletcher Davis, LLC — all reported plans
- Prp Logistics 401(K) Plan (plan 001)
- Prp Logistics LLC — all reported plans
- Hideaway Trail At Coquina Pond, Inc. Retirement Plan (plan 001)
- Hideaway Trail At Coquina Pond, Inc. — all reported plans
- Rio Bravo I Inc. 401(K) Plan (plan 001)
- Rio Bravo I Inc. — all reported plans
- Methodology
- Data sources