Plan5500

Belleair, 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, Belleair, FL has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $7,848,316 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
4
Latest filing year
2023

What stands out in Belleair

  • 4 loaded plans hold $7.8M in reported assets across 4 sponsors.
  • The largest, Belleair Country Club 401k Plan, holds 81% of reported Belleair plan assets.
  • Plans cover 172 participants — about 43 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$7.8MSummed across loaded plans$7,836,545
Total reported assets$7.8M$7,848,316
Total reported participants172
Total reported liabilities$11.8K$11,771

Reported net position

Reported assets = net assets + liabilities (summed)$7.8M total assets
Net assets$7.8MLiabilities$11.8K
Contributions & income
Employer contributions$235.6K
Participant contributions$471.1K
Total income / additions$1.8M
Expenses & distributions
Benefits paid / distributions$25.4K
Total expenses$38.9K
Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation0 / 4 ()

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

Belleair market comparison

Largest plan share of assets81%Belleair Country Club 401k Plan
Participants per plan43Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Belleair

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

  1. 1
    Belleair Country Club 401k Plan$6.4M
    Belleview Biltmore Country Club Corp. · 2023
  2. 2
    Kejem Inc. Retirement Plan$899.7K
    Kejem Inc. · 2023
  3. 3
    Belleair Coffee Company, Inc 401(K) Plan$373.4K
    Belleair Coffee Company, Inc · 2023
  4. 4
    Coaction Investments, Inc. 401(K) Profit Sharing Plan$188K
    Coaction Investments, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages