Plan5500

East Palatka, 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, East Palatka, FL has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $295,000 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in East Palatka

  • 1 loaded plans hold $295K in reported assets across 1 sponsors.
  • The largest, Sue & Bob Corp. Retirement Plan, holds 100% of reported East Palatka plan assets.
  • Plans cover 3 participants — about 3 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$295KSummed across loaded plans$295,000
Total reported assets$295K$295,000
Total reported participants3
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$295K total assets
Net assets$295KLiabilities—
Contributions & income
Total income / additions$75K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$75K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

East Palatka market comparison

Largest plan share of assets100%Sue & Bob Corp. Retirement Plan
Participants per plan3Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in East Palatka

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

  1. 1
    Sue & Bob Corp. Retirement Plan$295K
    Sue & Bob Corp. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for East Palatka, FL?
1 plan(s) reported by 1 sponsor(s) are loaded for East Palatka, FL.

Related Form 5500 pages