Boca Grande, 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, Boca Grande, FL has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $18,713,004 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
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $18,713,004
- Total reported liabilities (EOY)
- $30
- Total reported net assets (EOY)
- $18,712,974
Contributions & income
- Employer contributions
- $1,010,046
- Participant contributions
- $1,629,354
- Total income / additions
- $5,907,410
Expenses & distributions
- Benefits paid / distributions
- $866,343
- Total expenses
- $979,727
- Net increase / (decrease)
- $4,927,683
Coverage
- Total reported participants
- 839
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Boca Grande, 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 |
|---|---|---|---|
| The Gasparilla Inn, Inc. 401k Plan | The Gasparilla Inn, Inc. | $11,701,902 | 2023 |
| Grande Aire Services Inc 401 K Profit Sharing Plan Trust | Grande Aire Services Inc | $5,955,549 | 2023 |
| Friends Of Boca Grande Community Center 403b Plan | Friends Of Boca Grande Community Center | $1,055,553 | 2023 |
| Gasparilla Inn, Inc. Employee Welfare Benefit Plan | Gasparilla Inn, Inc | not reported in the loaded dataset | 2023 |
Largest plans in Boca Grande → · Boca Grande plans by participants → · Boca Grande plans with financial data → · Boca Grande plans with provider compensation → · $1B+ plans in Boca Grande →
Related Form 5500 pages
- All FL Form 5500 filings
- The Gasparilla Inn, Inc. 401k Plan (plan 001)
- The Gasparilla Inn, Inc. — all reported plans
- Grande Aire Services Inc 401 K Profit Sharing Plan Trust (plan 001)
- Grande Aire Services Inc — all reported plans
- Friends Of Boca Grande Community Center 403b Plan (plan 001)
- Friends Of Boca Grande Community Center — all reported plans
- Gasparilla Inn, Inc. Employee Welfare Benefit Plan (plan 501)
- Methodology
- Data sources