Plan5500

Fountain Hills, AZ 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, Fountain Hills, AZ has 6 loaded benefit plan(s) reported by 6 plan sponsor(s), with $64,372,063 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
6
Latest filing year
2023

What stands out in Fountain Hills

  • 6 loaded plans hold $64.4M in reported assets across 6 sponsors.
  • The largest, Fort Mcdowell Yavapai Nation Retirement Plan, holds 95% of reported Fountain Hills plan assets.
  • Plans cover 1,631 participants — about 272 per plan.
  • 83% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$64.4MSummed across loaded plans$64,372,063
Total reported assets$64.4M$64,372,063
Total reported participants1.6K1,631
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$64.4M total assets
Net assets$64.4MLiabilities$0
Contributions & income
Employer contributions$2.1M
Participant contributions$3.4M
Total income / additions$14M
Expenses & distributions
Benefits paid / distributions$5.5M
Total expenses$5.6M
Net increase / (decrease)$8.4M

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation1 / 6 (17%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fountain Hills, AZ 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.

Computed from loaded plans

Fountain Hills market comparison

Largest plan share of assets95%Fort Mcdowell Yavapai Nation Retirement Plan
Participants per plan272Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Fountain Hills

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Fort Mcdowell Yavapai Nation Retirement Plan$61.4M
    Fort Mcdowell Yavapai Nation · 2023
  2. 2
    Mercury Electric Corporation Profit Sharing Plan & Trust$2.3M
    Mercury Electric Corporation · 2023
  3. 3
    Danliv Corporation 401(K) Plan$293.9K
    Danliv Corporation · 2023
  4. 4
    Briggy'S Blooming Company 401(K) Plan$257.2K
    Briggy'S Blooming Company · 2023
  5. 5
    Bee Hive Holdings, Inc. 401(K) Plan$92.9K
    Bee Hive Holdings, Inc. · 2023
  6. 6
    Student Therapy, Inc. Health & Welfare Benefits Plannot reported in the loaded dataset
    Student Therapy, Inc. · 2023

Largest plans in Fountain Hills → · Fountain Hills plans by participants → · Fountain Hills plans with financial data → · Fountain Hills plans with provider compensation → · $1B+ plans in Fountain Hills →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Fountain Hills, AZ?
6 plan(s) reported by 6 sponsor(s) are loaded for Fountain Hills, AZ.

Related Form 5500 pages