Plan5500

Atlantic 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, Atlantic Beach, FL has 9 loaded benefit plan(s) reported by 6 plan sponsor(s), with $16,715,374 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
6
Latest filing year
2023

What stands out in Atlantic Beach

  • 9 loaded plans hold $16.7M in reported assets across 6 sponsors.
  • The largest, Fleet Landing 401(K) Retirement Plan, holds 47% of reported Atlantic Beach plan assets.
  • Plans cover 1,269 participants — about 141 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 22% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16.7MSummed across loaded plans$16,705,414
Total reported assets$16.7M$16,715,374
Total reported participants1.3K1,269
Total reported liabilities$5.9K$5,905

Reported net position

Reported assets = net assets + liabilities (summed)$16.7M total assets
Net assets$16.7MLiabilities$5.9K
Contributions & income
Employer contributions$523.3K
Participant contributions$954.3K
Total income / additions$3M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.3M
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements6 / 9 (67%)
Plans with provider compensation2 / 9 (22%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Atlantic 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

Atlantic Beach market comparison

Largest plan share of assets47%Fleet Landing 401(K) Retirement Plan
Participants per plan141Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Atlantic Beach

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

  1. 1
    Fleet Landing 401(K) Retirement Plan$7.8M
    Naval Continuing Care Retirement Foundation Dba Fleet Landing · 2023
  2. 2
    Surface Technologies Corporation 401k Profit Sharing Plan$6.3M
    Surface Technologies Corporation · 2023
  3. 3
    Gerry F. Emmanuel, Md Money Purchase Pension Plan$1.8M
    Gerry F. Emmanuel, Md · 2023
  4. 4
    J&M Gann, Inc. Retirement Plan$384.3K
    J&M Gann, Inc. · 2023
  5. 5
    Cds 6 Holdings Inc. Retirement Plan$372.6K
    Cds 6 Holdings Inc. · 2023
  6. 6
    Stretch Life, Inc. 401(K) Plan$4.1K
    Stretch Life, Inc. · 2023
  7. 7
    Naval Continuing Care Retirement Foundation, Inc Dba Fleet Landing Employee Benefits Plannot reported in the loaded dataset
    Naval Continuing Care Retirement Foundation, Inc · 2023
  8. 8
    Naval Continuing Care Retirement Foundation Health & Welfare Plannot reported in the loaded dataset
    Naval Continuing Care Retirement Foundation · 2023
  9. 9
    Surface Technologies Corporationnot reported in the loaded dataset
    Surface Technologies Corporation · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Atlantic Beach, FL?
9 plan(s) reported by 6 sponsor(s) are loaded for Atlantic Beach, FL.

Related Form 5500 pages