Plan5500

Grant Valkaria, 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, Grant Valkaria, FL has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $114,039 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 Grant Valkaria

  • 1 loaded plans hold $114K in reported assets across 1 sponsors.
  • The largest, Zar Homes Inc 401(K) Plan, holds 100% of reported Grant Valkaria plan assets.
  • Plans cover 1 participants — about 1 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$114KSummed across loaded plans$114,039
Total reported assets$114K$114,039
Total reported participants1
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$114K total assets
Net assets$114KLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$125.3K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)-$125.3K

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 Grant Valkaria, 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

Grant Valkaria market comparison

Largest plan share of assets100%Zar Homes Inc 401(K) Plan
Participants per plan1Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Grant Valkaria

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

  1. 1
    Zar Homes Inc 401(K) Plan$114K
    Zar Homes Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages