Beverly Hills, 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, Beverly Hills, FL has 7 loaded benefit plan(s) reported by 4 plan sponsor(s), with $37,349,936 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $37,349,936
- Total reported liabilities (EOY)
- $87,225
- Total reported net assets (EOY)
- $37,262,711
Contributions & income
- Employer contributions
- $2,060,890
- Participant contributions
- $825,543
- Total income / additions
- $7,504,226
Expenses & distributions
- Benefits paid / distributions
- $2,372,366
- Total expenses
- $2,496,254
- Net increase / (decrease)
- $5,007,972
Coverage
- Total reported participants
- 694
- Plans with financial statements
- 5
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Beverly Hills, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| West Florida Medical Associates, P.A. 401(K) Profit Sharing Plan And Trust | West Florida Medical Associates, P.A. | $26,867,666 | 2023 |
| West Florida Medical Associates, P.A. Cash Balance Pension Plan | West Florida Medical Associates, P.A. | $8,549,750 | 2023 |
| Agri-Mech Inc 401(K) Profit Sharing Plan & Trust | Agri-Mech Inc | $1,484,898 | 2023 |
| Storms & Stogies, Inc. 401(K) Plan | Storms & Stogies, Inc. | $250,407 | 2023 |
| Dw Automotive Services, Inc. 401(K) Plan | Dw Automotive Services, Inc. | $197,215 | 2023 |
| West Florida Medical | West Florida Medical Associates | not reported in the loaded dataset | 2023 |
| West Florida Medical Associates P.A. Health And Welfare Plan | West Florida Medical Associates P.A. | not reported in the loaded dataset | 2023 |
Largest plans in Beverly Hills → · Beverly Hills plans by participants → · Beverly Hills plans with financial data → · Beverly Hills plans with provider compensation → · $1B+ plans in Beverly Hills →
Related Form 5500 pages
- All FL Form 5500 filings
- West Florida Medical Associates, P.A. 401(K) Profit Sharing Plan And Trust (plan 002)
- West Florida Medical Associates, P.A. — all reported plans
- West Florida Medical Associates, P.A. Cash Balance Pension Plan (plan 003)
- Agri-Mech Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Agri-Mech Inc — all reported plans
- Storms & Stogies, Inc. 401(K) Plan (plan 001)
- Storms & Stogies, Inc. — all reported plans
- Dw Automotive Services, Inc. 401(K) Plan (plan 001)
- Dw Automotive Services, Inc. — all reported plans
- West Florida Medical (plan 501)
- West Florida Medical Associates P.A. Health And Welfare Plan (plan 502)
- Methodology
- Data sources