Plan5500

Anna Maria, 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, Anna Maria, FL has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $21,163,122 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Anna Maria

  • 4 loaded plans hold $21.2M in reported assets across 3 sponsors.
  • The largest, Galati Yacht Sales, LLC 401(K) Plan, holds 79% of reported Anna Maria plan assets.
  • Plans cover 914 participants — about 229 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$21.2MSummed across loaded plans$21,163,122
Total reported assets$21.2M$21,163,122
Total reported participants914
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$21.2M total assets
Net assets$21.2MLiabilities$0
Contributions & income
Employer contributions$398.1K
Participant contributions$1.2M
Total income / additions$4.9M
Expenses & distributions
Benefits paid / distributions$927.8K
Total expenses$1M
Net increase / (decrease)$3.9M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation2 / 4 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Anna Maria, 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.

Computed from loaded plans

Anna Maria market comparison

Largest plan share of assets79%Galati Yacht Sales, LLC 401(K) Plan
Participants per plan229Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Anna Maria

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

  1. 1
    Galati Yacht Sales, LLC 401(K) Plan$16.6M
    Galati Yacht Sales, LLC · 2023
  2. 2
    The Chiles Group Profit Sharing And Retirement Plan$4.5M
    Weld, Inc. · 2023
  3. 3
    The Chiles Group Health & Welfare Plannot reported in the loaded dataset
    W.E.L.D. Inc · 2023
  4. 4
    Ami Locals LLCnot reported in the loaded dataset
    Ami Locals LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Anna Maria, FL?
4 plan(s) reported by 3 sponsor(s) are loaded for Anna Maria, FL.

Related Form 5500 pages