Plan5500

Edgewater, 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, Edgewater, FL has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $741,252 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023

What stands out in Edgewater

  • 6 loaded plans hold $741.3K in reported assets across 5 sponsors.
  • The largest, North Star Fitness Centers, Inc. 401(K) Plan, holds 83% of reported Edgewater plan assets.
  • Plans cover 833 participants — about 139 per plan.
  • 33% 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$741.3KSummed across loaded plans$741,252
Total reported assets$741.3K$741,252
Total reported participants833
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$741.3K total assets
Net assets$741.3KLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$40.5K
Total income / additions$187.9K
Expenses & distributions
Benefits paid / distributions$41.6K
Total expenses$46.4K
Net increase / (decrease)$141.5K

Data coverage

Plans with financial statements2 / 6 (33%)
Plans with provider compensation0 / 6 ()

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

Edgewater market comparison

Largest plan share of assets83%North Star Fitness Centers, Inc. 401(K) Plan
Participants per plan139Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Edgewater

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

  1. 1
    North Star Fitness Centers, Inc. 401(K) Plan$613.1K
    North Star Fitness Centers, Inc. · 2023
  2. 2
    Crossville Bnrv Sales LLC 401(K) Profit Sharing Plan And Trust$128.1K
    Crossville Bnrv Sales LLC · 2023
  3. 3
    Blue Water Dynamics, LLC Dba Dougherty Manufacturing Group Ancillary Benefit Plannot reported in the loaded dataset
    Blue Water Dynamics, LLC Dba Dougherty Manufacturing · 2023
  4. 4
    Blue Water Dynamics, LLC Dba Dougherty Manufacturing Group Life & Ad&D Plannot reported in the loaded dataset
    Blue Water Dynamics, LLC Dba Dougherty Manufacturing · 2023
  5. 5
    Rj Dougherty Associates LLC Life Ad&Dnot reported in the loaded dataset
    Rj Dougherty Associates, LLC · 2023
  6. 6
    Edgewater Power Boats, LLCnot reported in the loaded dataset
    Edgewater Power Boats, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Edgewater, FL?
6 plan(s) reported by 5 sponsor(s) are loaded for Edgewater, FL.

Related Form 5500 pages