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8 results

Sort:RelevanceLatest filing yearLargest assetsMost participantsHighest provider compensation
Filters:Type: PlansState: FLCity: FORT WALTON BEACHClear all

Plans

  • planEglin Federal Credit Union Retirement PlanFinancial statementProvider compensation2023 filing
    $69.6Mreported assets (EOY)
    Sponsor: Eglin Federal Credit UnionEIN: 59-0724728Plan: 001Participants: 462Assets: $69,609,323Net assets: $69.6MAssets / participant: $150.7KLocation: Fort Walton Beach, FLLatest: 2023
    View financial statement →
  • planHx5 Sierra, LLC 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
    $22.9Mreported assets (EOY)
    Sponsor: Hx5 Sierra, LLCEIN: 47-1648357Plan: 001Participants: 323Assets: $22,855,799Net assets: $22.9MAssets / participant: $70.8KLocation: Fort Walton Beach, FLLatest: 2023
    View financial statement →
  • planOrthopaedic Associates, P.A. Profit Sharing 401(K) Plan And TrustFinancial statementProvider compensation2023 filing
    $11.6Mreported assets (EOY)
    Sponsor: Orthopaedic Associates, P.A.EIN: 59-2921954Plan: 001Participants: 181Assets: $11,571,613Net assets: $11.6MAssets / participant: $63.9KLocation: Fort Walton Beach, FLLatest: 2023
    View financial statement →
  • planB3h 401(K) PlanFinancial statementProvider compensation2023 filing
    $10Mreported assets (EOY)
    Sponsor: B3h CorporationEIN: 59-3038876Plan: 001Participants: 228Assets: $9,972,275Net assets: $10MAssets / participant: $43.7KLocation: Fort Walton Beach, FLLatest: 2023
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  • planZt Motors 401(K) PlanFinancial statementProvider compensation2023 filing
    $7.9Mreported assets (EOY)
    Sponsor: Zt Motors Of Fort Walton, LpEIN: 47-1873593Plan: 002Participants: 417Assets: $7,871,892Net assets: $7.9MAssets / participant: $18.9KLocation: Fort Walton Beach, FLLatest: 2023
    View financial statement →
  • planStep One Automotive Group LLC 401(K) PlanFinancial statementProvider compensation2023 filing
    $7.3Mreported assets (EOY)
    Sponsor: Step One Automotive Group LLCEIN: 81-5293402Plan: 001Participants: 715Assets: $7,292,142Net assets: $7.3MAssets / participant: $10.2KLocation: Fort Walton Beach, FLLatest: 2023
    View financial statement →
  • planBeast Code 401(K) Plan & TrustFinancial statementProvider compensation2023 filing
    $6.4Mreported assets (EOY)
    Sponsor: Beast Code, LLCEIN: 46-5441729Plan: 001Participants: 206Assets: $6,411,903Net assets: $6.4MAssets / participant: $31.1KLocation: Fort Walton Beach, FLLatest: 2023
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  • planAdvanced Concepts Enterprises 401(K) PlanFinancial statementProvider compensation2023 filing
    $4.7Mreported assets (EOY)
    Sponsor: Advanced Concepts Enterprises Inc.EIN: 05-0546385Plan: 001Participants: 163Assets: $4,745,869Net assets: $4.7MAssets / participant: $29.1KLocation: Fort Walton Beach, FLLatest: 2023
    View financial statement →