Fernandina Beach, 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, Fernandina Beach, FL has 17 loaded benefit plan(s) reported by 15 plan sponsor(s), with $19,214,745 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 17
- Plan sponsors
- 15
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $19,214,745
- Total reported liabilities (EOY)
- $96,404
- Total reported net assets (EOY)
- $19,118,341
Contributions & income
- Employer contributions
- $1,256,930
- Participant contributions
- $1,416,763
- Total income / additions
- $5,409,067
Expenses & distributions
- Benefits paid / distributions
- $1,345,270
- Total expenses
- $1,873,894
- Net increase / (decrease)
- $3,535,173
Coverage
- Total reported participants
- 1,810
- Plans with financial statements
- 14
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fernandina Beach, 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 |
|---|---|---|---|
| Riverside Investors Corp. 401(K) Profit Sharing Plan And Trust | Riverside Investors Corp. | $4,003,120 | 2023 |
| Health Care Managers, Inc. Retirement Plan And Trust | Health Care Managers, Inc. | $3,310,096 | 2023 |
| Southeast Unloading, LLC 401(K) Plan | Southeast Unloading, LLC | $3,185,687 | 2023 |
| H2o Fun Inc. Retirement Plan | H2o Fun Inc. | $3,077,426 | 2023 |
| Brian D Adams Md 401(K) Plan | Brian D Adams Md | $1,693,509 | 2023 |
| Petite Coconut, Inc. Profit Sharing Plan | Petite Coconut, Inc. | $1,288,338 | 2023 |
| Island Life Graphics Inc. Retirement Plan | Island Life Graphics Inc. | $895,357 | 2023 |
| Lollypop Investments Inc. 401(K) Plan | Lollypop Investments Inc. | $543,044 | 2023 |
| Ice Ice Bebe, Inc. 401(K) Plan | Ice Ice Bebe, Inc. | $456,501 | 2023 |
| Jkwc Enterprises Inc 401(K) Plan | Jkwc Enterprises Inc | $335,071 | 2023 |
| New Dawn Technology Solutions, Inc. 401(K) Profit Sharing Plan | New Dawn Technology Solutions, Inc. | $237,973 | 2023 |
| Diversified Logistics Management Inc Employee Benefit Plan | Diversified Logistics Management Inc | $109,342 | 2023 |
| Novus Group, Inc. 401(K) Plan | Novus Group, Inc. | $43,389 | 2023 |
| Blalock Ventures, Inc. 401(K) Profit Sharing Plan | Blalock Ventures, Inc. | $35,892 | 2023 |
| Therapy Partner Solutions Holding, LLC Welfare Benefit Plan | Therapy Partner Solutions Holding, LLC | not reported in the loaded dataset | 2023 |
| Health Care Managers, Inc. Employee Benefits Plan | Health Care Managers, Inc. | not reported in the loaded dataset | 2023 |
| Diversified Logistics Management, Inc Welfare Benefits Plan | Diversified Logistics Management Inc | not reported in the loaded dataset | 2023 |
Largest plans in Fernandina Beach → · Fernandina Beach plans by participants → · Fernandina Beach plans with financial data → · Fernandina Beach plans with provider compensation → · $1B+ plans in Fernandina Beach →
Related Form 5500 pages
- All FL Form 5500 filings
- Riverside Investors Corp. 401(K) Profit Sharing Plan And Trust (plan 001)
- Riverside Investors Corp. — all reported plans
- Health Care Managers, Inc. Retirement Plan And Trust (plan 001)
- Health Care Managers, Inc. — all reported plans
- Southeast Unloading, LLC 401(K) Plan (plan 001)
- Southeast Unloading, LLC — all reported plans
- H2o Fun Inc. Retirement Plan (plan 001)
- H2o Fun Inc. — all reported plans
- Brian D Adams Md 401(K) Plan (plan 002)
- Brian D Adams Md — all reported plans
- Petite Coconut, Inc. Profit Sharing Plan (plan 001)
- Petite Coconut, Inc. — all reported plans
- Island Life Graphics Inc. Retirement Plan (plan 001)
- Island Life Graphics Inc. — all reported plans
- Lollypop Investments Inc. 401(K) Plan (plan 001)
- Lollypop Investments Inc. — all reported plans
- Ice Ice Bebe, Inc. 401(K) Plan (plan 001)
- Ice Ice Bebe, Inc. — all reported plans
- Jkwc Enterprises Inc 401(K) Plan (plan 001)
- Jkwc Enterprises Inc — all reported plans
- New Dawn Technology Solutions, Inc. 401(K) Profit Sharing Plan (plan 001)
- New Dawn Technology Solutions, Inc. — all reported plans
- Diversified Logistics Management Inc Employee Benefit Plan (plan 502)
- Diversified Logistics Management Inc — all reported plans
- Novus Group, Inc. 401(K) Plan (plan 001)
- Novus Group, Inc. — all reported plans
- Blalock Ventures, Inc. 401(K) Profit Sharing Plan (plan 001)
- Blalock Ventures, Inc. — all reported plans
- Therapy Partner Solutions Holding, LLC Welfare Benefit Plan (plan 501)
- Therapy Partner Solutions Holding, LLC — all reported plans
- Methodology
- Data sources