Plan5500

Crestview, 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, Crestview, FL has 9 loaded benefit plan(s) reported by 7 plan sponsor(s), with $117,611,723 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
7
Latest filing year
2023

What stands out in Crestview

  • 9 loaded plans hold $117.6M in reported assets across 7 sponsors.
  • The largest, Reliance Test & Technology, LLC 401(K) Plan, holds 79% of reported Crestview plan assets.
  • Plans cover 2,249 participants — about 250 per plan.
  • 78% of loaded plans report full Schedule H/I financial statements.
  • 22% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$117.6MSummed across loaded plans$117,594,543
Total reported assets$117.6M$117,611,723
Total reported participants2.2K2,249
Total reported liabilities$17.2K$17,180

Reported net position

Reported assets = net assets + liabilities (summed)$117.6M total assets
Net assets$117.6MLiabilities$17.2K
Contributions & income
Employer contributions$3.5M
Participant contributions$7.6M
Total income / additions$28.4M
Expenses & distributions
Benefits paid / distributions$8.2M
Total expenses$8.4M
Net increase / (decrease)$20M

Data coverage

Plans with financial statements7 / 9 (78%)
Plans with provider compensation2 / 9 (22%)

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

Crestview market comparison

Largest plan share of assets79%Reliance Test & Technology, LLC 401(K) Plan
Participants per plan250Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Crestview

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

  1. 1
    Reliance Test & Technology, LLC 401(K) Plan$93.2M
    Reliance Test & Technology, LLC · 2023
  2. 2
    Gulf Air Group, Inc. 401(K) Retirement Plan$21.8M
    Gulf Air Group, Inc. · 2023
  3. 3
    David A Herf, Md Profit Sharing Plan$1.5M
    David A Herf, Md · 2023
  4. 4
    King Lake Estates, Inc. Profit Sharing Plan And Trust$784.2K
    King Lake Estates, Inc. · 2023
  5. 5
    Panhandle Yardscapes, Inc. 401(K) Profit Sharing Plan$263.8K
    Panhandle Yardscapes, Inc. · 2023
  6. 6
    Probuc Franchise Holdings Inc. Retirement Plan$98.8K
    Probuc Franchise Holdings Inc. · 2023
  7. 7
    Borno Corporation 401(K) Plan$18.2K
    Borno Corporation · 2023
  8. 8
    Gulf Air Group Health & Welfare Benefit Plannot reported in the loaded dataset
    Gulf Air Group, Inc · 2023
  9. 9
    Reliance Test & Technology LLC Health Care Benefit Plannot reported in the loaded dataset
    Reliance Test & Technology LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Crestview, FL?
9 plan(s) reported by 7 sponsor(s) are loaded for Crestview, FL.

Related Form 5500 pages