Plan5500

Apollo Beach, 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, Apollo Beach, FL has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $1,274,430 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Apollo Beach

  • 5 loaded plans hold $1.3M in reported assets across 5 sponsors.
  • The largest, West Wood Cabinet Company Retirement Plan, holds 81% of reported Apollo Beach plan assets.
  • Plans cover 33 participants — about 7 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.3MSummed across loaded plans$1,274,430
Total reported assets$1.3M$1,274,430
Total reported participants33
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.3M total assets
Net assets$1.3MLiabilities—
Contributions & income
Employer contributions$2.4K
Participant contributions$2.4K
Total income / additions$839.9K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$839.9K

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation0 / 5 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Apollo Beach, 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

Apollo Beach market comparison

Largest plan share of assets81%West Wood Cabinet Company Retirement Plan
Participants per plan7Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Apollo Beach

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

  1. 1
    West Wood Cabinet Company Retirement Plan$1M
    West Wood Cabinet Company · 2023
  2. 2
    White Sands Delivery, Inc. 401(K) Plan$116.2K
    White Sands Delivery, Inc. · 2023
  3. 3
    Resiligen Inc. Retirement Plan$79.6K
    Resiligen Inc. · 2023
  4. 4
    Rothfeldt Holdings Corp 401(K) Plan$47.1K
    Rothfeldt Holdings Corp · 2023
  5. 5
    Kdab, Inc. 401(K) Plan$0
    Kdab, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Apollo Beach, FL?
5 plan(s) reported by 5 sponsor(s) are loaded for Apollo Beach, FL.

Related Form 5500 pages