Plan5500

Greenacres, 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, Greenacres, FL has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $4,754,673 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
4
Latest filing year
2023

What stands out in Greenacres

  • 4 loaded plans hold $4.8M in reported assets across 4 sponsors.
  • The largest, Bright Beginnings Of Lake Worth, Inc. Profit Sharing Plan, holds 95% of reported Greenacres plan assets.
  • Plans cover 22 participants — about 6 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$4.8MSummed across loaded plans$4,754,673
Total reported assets$4.8M$4,754,673
Total reported participants22
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.8M total assets
Net assets$4.8MLiabilities$0
Contributions & income
Employer contributions$33.7K
Participant contributions$1.2K
Total income / additions-$31.8K
Expenses & distributions
Benefits paid / distributions$14.9K
Total expenses$31.2K
Net increase / (decrease)-$63K

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation0 / 4 ()

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

Greenacres market comparison

Largest plan share of assets95%Bright Beginnings Of Lake Worth, Inc. Profit Sharing Plan
Participants per plan6Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Greenacres

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

  1. 1
    Bright Beginnings Of Lake Worth, Inc. Profit Sharing Plan$4.5M
    Bright Beginnings Of Lake Worth, Inc. · 2023
  2. 2
    Chibar Group Fl, Inc. 401(K) Profit Sharing Plan$214K
    Chibar Group Fl, Inc. · 2023
  3. 3
    Employee Health Plan Of Jnna Health Solutions (51001)$1.5K
    Jnna Health Solutions · 2023
  4. 4
    Avery St James Inc 401(K) Profit Sharing Plan & Trust$120
    Avery St James Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages