Search public Form 5500 filings

Plans

• planRon Jon Savings And Investment PlanFinancial statementProvider compensation2023 filing
  $17.4Mreported assets (EOY)
  Sponsor: Ron Jon Surf Shop Of Fla., Inc.EIN: 59-1207389Plan: 002Participants: 286Assets: $17,372,123Net assets: $17.4MAssets / participant: $60.7KLocation: Cocoa Beach, FLLatest: 2023
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• planSunrise Bank KsopFinancial statement2023 filing
  $4.9Mreported assets (EOY)
  Sponsor: Sunrise BankEIN: 20-3037210Plan: 001Participants: 86Assets: $4,868,271Net assets: $4.9MAssets / participant: $56.6KLocation: Cocoa Beach, FLLatest: 2023
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• planCocoa Beach Motel, Inc. Employee Savings PlanFinancial statementProvider compensation2023 filing
  $2.2Mreported assets (EOY)
  Sponsor: Cocoa Beach Motel, Inc.EIN: 59-2959262Plan: 001Participants: 209Assets: $2,163,953Net assets: $2.2MAssets / participant: $10.4KLocation: Cocoa Beach, FLLatest: 2023
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• planCbp Manager, LLCFinancial statementProvider compensation2023 filing
  $1.5Mreported assets (EOY)
  Sponsor: Cbp Manager, LLCEIN: 87-1560250Plan: 001Participants: 121Assets: $1,525,082Net assets: $1.5MAssets / participant: $12.6KLocation: Cocoa Beach, FLLatest: 2023
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• planGolden Age Investments 401kFinancial statement2023 filing
  $1.1Mreported assets (EOY)
  Sponsor: Meridian Investments LLCEIN: 90-0764070Plan: 001Participants: 1Assets: $1,056,786Net assets: $1.1MAssets / participant: $1.1MLocation: Cocoa Beach, FLLatest: 2023
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• planWealth Transfer Group Profit Sharing PlanFinancial statement2023 filing
  $510.7Kreported assets (EOY)
  Sponsor: The Wealth Transfer Group IncEIN: 59-2392678Plan: 001Participants: 2Assets: $510,699Net assets: $510.7KAssets / participant: $255.3KLocation: Cocoa Beach, FLLatest: 2023
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• planCocoa Beach Brewing Company 401(K) PlanFinancial statement2023 filing
  $205.5Kreported assets (EOY)
  Sponsor: Cocoa Beach Brewing CompanyEIN: 26-2995251Plan: 001Participants: 2Assets: $205,533Net assets: $205.5KAssets / participant: $102.8KLocation: Cocoa Beach, FLLatest: 2023
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• planGrambron Enterprises, Inc. 401(K) Profit Sharing PlanFinancial statement2023 filing
  $34.6Kreported assets (EOY)
  Sponsor: Grambron Enterprises, Inc.EIN: 46-4725408Plan: 001Participants: 3Assets: $34,610Net assets: $34.6KAssets / participant: $11.5KLocation: Cocoa Beach, FLLatest: 2023
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