Plan5500

Belle Isle, 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, Belle Isle, FL has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,950,175 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Belle Isle

  • 2 loaded plans hold $2M in reported assets across 2 sponsors.
  • The largest, Growing Together Pediatrics Ll 401(K) Profit Sharing Plan & Trust, holds 57% of reported Belle Isle plan assets.
  • Plans cover 47 participants — about 24 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$2MSummed across loaded plans$1,950,175
Total reported assets$2M$1,950,175
Total reported participants47
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2M total assets
Net assets$2MLiabilities$0
Contributions & income
Employer contributions$36.5K
Participant contributions$89.2K
Total income / additions$32.1K
Expenses & distributions
Benefits paid / distributions$28.5K
Total expenses$40.6K
Net increase / (decrease)-$8.5K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Belle Isle, 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

Belle Isle market comparison

Largest plan share of assets57%Growing Together Pediatrics Ll 401(K) Profit Sharing Plan & Trust
Participants per plan24Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Belle Isle

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

  1. 1
    Growing Together Pediatrics Ll 401(K) Profit Sharing Plan & Trust$1.1M
    Growing Together Pediatrics Ll · 2023
  2. 2
    Rtj Inc. Retirement Plan$843.6K
    Rtj, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Belle Isle, FL?
2 plan(s) reported by 2 sponsor(s) are loaded for Belle Isle, FL.

Related Form 5500 pages