Coconut Grove, 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, Coconut Grove, FL has 10 loaded benefit plan(s) reported by 9 plan sponsor(s), with $32,705,830 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 10
- Plan sponsors
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $32,705,830
- Total reported liabilities (EOY)
- $13,524,603
- Total reported net assets (EOY)
- $19,181,227
Contributions & income
- Employer contributions
- $2,737,168
- Participant contributions
- $4,353,838
- Total income / additions
- $1,832,575
Expenses & distributions
- Benefits paid / distributions
- $1,800,048
- Total expenses
- $2,449,669
- Net increase / (decrease)
- -$617,094
Coverage
- Total reported participants
- 3,936
- Plans with financial statements
- 7
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Coconut Grove, 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 |
|---|---|---|---|
| Sh Group Retirement Savings Plan | Sh Group Operations, LLC | $20,229,746 | 2023 |
| City Construction Group, Inc. Employee Stock Ownership Plan | City Construction Group, Inc. | $5,514,989 | 2023 |
| Virgin Hotels 401(K) Plan | Virgin Hotels North America, LLC | $3,452,355 | 2023 |
| Plymouth Preschool Retirement Plan | Plymouth Preschool Of Plymouth Congregational Church | $1,336,193 | 2023 |
| Law Office Of Alexis Gonzalez, P.A. 401(K) Profit Sharing Plan | Law Office Of Alexis Gonzalez, P.A. | $974,913 | 2023 |
| Freecodesource 401(K) Profit Sharing Plan | Freecodesource Pa, Llp | $950,946 | 2023 |
| Tickmark, Inc Retirement Plan | Tickmark, Inc. | $246,688 | 2023 |
| Virgin Hotels Central Services LLC Health And Welfare Plan | Virgin Hotels Central Services LLC | not reported in the loaded dataset | 2023 |
| Sh Group Operations LLC Health And Welfare Plan | Sh Group Operations LLC | not reported in the loaded dataset | 2023 |
| Avicado Construction Technology Services Health And Welfare Benefit Plan | Avicado Construction Technology Services | not reported in the loaded dataset | 2023 |
Largest plans in Coconut Grove → · Coconut Grove plans by participants → · Coconut Grove plans with financial data → · Coconut Grove plans with provider compensation → · $1B+ plans in Coconut Grove →
Related Form 5500 pages
- All FL Form 5500 filings
- Sh Group Retirement Savings Plan (plan 001)
- Sh Group Operations, LLC — all reported plans
- City Construction Group, Inc. Employee Stock Ownership Plan (plan 002)
- City Construction Group, Inc. — all reported plans
- Virgin Hotels 401(K) Plan (plan 002)
- Virgin Hotels North America, LLC — all reported plans
- Plymouth Preschool Retirement Plan (plan 001)
- Plymouth Preschool Of Plymouth Congregational Church — all reported plans
- Law Office Of Alexis Gonzalez, P.A. 401(K) Profit Sharing Plan (plan 001)
- Law Office Of Alexis Gonzalez, P.A. — all reported plans
- Freecodesource 401(K) Profit Sharing Plan (plan 001)
- Freecodesource Pa, Llp — all reported plans
- Tickmark, Inc Retirement Plan (plan 001)
- Tickmark, Inc. — all reported plans
- Virgin Hotels Central Services LLC Health And Welfare Plan (plan 501)
- Virgin Hotels Central Services LLC — all reported plans
- Sh Group Operations LLC Health And Welfare Plan (plan 501)
- Avicado Construction Technology Services Health And Welfare Benefit Plan (plan 501)
- Avicado Construction Technology Services — all reported plans
- Methodology
- Data sources