Plan5500

Defuniak Springs, 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, Defuniak Springs, FL has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $1,185,481 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

What stands out in Defuniak Springs

  • 4 loaded plans hold $1.2M in reported assets across 3 sponsors.
  • The largest, Southland Utility Services, Inc. Retirement Savings Plan, holds 100% of reported Defuniak Springs plan assets.
  • Plans cover 751 participants — about 188 per plan.
  • 25% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.2MSummed across loaded plans$1,185,481
Total reported assets$1.2M$1,185,481
Total reported participants751
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.2M total assets
Net assets$1.2MLiabilities$0
Contributions & income
Employer contributions$51.8K
Participant contributions$84.3K
Total income / additions$295.2K
Expenses & distributions
Benefits paid / distributions$57.5K
Total expenses$70.8K
Net increase / (decrease)$224.4K

Data coverage

Plans with financial statements1 / 4 (25%)
Plans with provider compensation1 / 4 (25%)

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

Defuniak Springs market comparison

Largest plan share of assets100%Southland Utility Services, Inc. Retirement Savings Plan
Participants per plan188Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Defuniak Springs

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

  1. 1
    Southland Utility Services, Inc. Retirement Savings Plan$1.2M
    Southland Utility Services, Inc. · 2023
  2. 2
    Emerald Transformer Employee Benefit Plannot reported in the loaded dataset
    Emerald Transformer · 2023
  3. 3
    Chelco Disability Plannot reported in the loaded dataset
    Choctawhatchee Electric Cooperative, Inc. Dba Chelco · 2023
  4. 4
    Chelco Dental And Vision Plannot reported in the loaded dataset
    Choctawhatchee Electric Cooperative, Inc. Dba Chelco · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Defuniak Springs, FL?
4 plan(s) reported by 3 sponsor(s) are loaded for Defuniak Springs, FL.

Related Form 5500 pages