Plan5500

Clearwater 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, Clearwater Beach, FL has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $3,474,752 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 Clearwater Beach

  • 4 loaded plans hold $3.5M in reported assets across 4 sponsors.
  • The largest, Dale K. Christensen Dds Pa Profit Sharing Plan, holds 88% of reported Clearwater Beach plan assets.
  • Plans cover 18 participants — about 5 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$3.5MSummed across loaded plans$3,474,752
Total reported assets$3.5M$3,474,752
Total reported participants18
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.5M total assets
Net assets$3.5MLiabilities$0
Contributions & income
Employer contributions$1.3K
Participant contributions$30K
Total income / additions$818.8K
Expenses & distributions
Benefits paid / distributions$251.9K
Total expenses$263.6K
Net increase / (decrease)$555.2K

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 Clearwater 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

Clearwater Beach market comparison

Largest plan share of assets88%Dale K. Christensen Dds Pa Profit Sharing Plan
Participants per plan5Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Clearwater Beach

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

  1. 1
    Dale K. Christensen Dds Pa Profit Sharing Plan$3M
    Dale K Christensen · 2023
  2. 2
    Makin Waves LLC 401(K) Profit Sharing Plan & Trust$337K
    Makin Waves LLC · 2023
  3. 3
    Flc Homes 401k$90.3K
    Flc Homes, Inc. · 2023
  4. 4
    Dogs In Downers Grove, Inc. Retirement Plan$0
    Dogs In Downers Grove, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages