Plan5500

Gulf Breeze, 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, Gulf Breeze, FL has 14 loaded benefit plan(s) reported by 11 plan sponsor(s), with $35,957,695 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
14
Plan sponsors
11
Latest filing year
2023

What stands out in Gulf Breeze

  • 14 loaded plans hold $36M in reported assets across 11 sponsors.
  • The largest, Radiology Associates Of Pensacola, Pa Employees 401(K) Profit Sharing Plan And Trust, holds 40% of reported Gulf Breeze plan assets.
  • Plans cover 1,794 participants — about 128 per plan.
  • 79% of loaded plans report full Schedule H/I financial statements.
  • 21% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$32MSummed across loaded plans$32,047,615
Total reported assets$36M$35,957,695
Total reported participants1.8K1,794
Total reported liabilities$32.4K$32,393

Reported net position

Reported assets = net assets + liabilities (summed)$36M total assets
Net assets$32MLiabilities$32.4K
Contributions & income
Employer contributions$736.7K
Participant contributions$865.3K
Total income / additions$6.4M
Expenses & distributions
Benefits paid / distributions$4.7M
Total expenses$4.9M
Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements11 / 14 (79%)
Plans with provider compensation3 / 14 (21%)

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

Gulf Breeze market comparison

Largest plan share of assets40%Radiology Associates Of Pensacola, Pa Employees 401(K) Profit Sharing Plan And Trust
Participants per plan128Average across loaded plans
Plan sponsors11
Ranked by reported assets

Largest loaded plans in Gulf Breeze

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

  1. 1
    Radiology Associates Of Pensacola, Pa Employees 401(K) Profit Sharing Plan And Trust$14.5M
    Radiology Associates Of Pensacola, P.A. · 2023
  2. 2
    Highpointe Hotel Corporation Employees Retirement Plan$11.1M
    Highpointe Hospitality, Inc. · 2023
  3. 3
    Bigham Cable Construction, Inc. 401(K) Plan$3.9M
    Bigham Cable Construction, Inc. · 2023
  4. 4
    Innisfree Management 401k Plan$3.5M
    Innisfree Hotels, Inc. · 2023
  5. 5
    Verimaxx Fwy, Inc. 401(K) Plan$1.9M
    Verimaxx Fwy, Inc. · 2023
  6. 6
    Vep 401k Trust$439.5K
    Vista Event Productions, Inc. · 2023
  7. 7
    Live Love Chocolate, Inc. 401(K) Plan$325.9K
    Live Love Chocolate, Inc. · 2023
  8. 8
    Ocean View Bcs Corporation 401(K) Plan$226.9K
    Ocean View Bcs Corporation · 2023
  9. 9
    Roc Solid Ventures And Properties, Inc. 401(K) Plan$178.6K
    Roc Solid Ventures And Properties, Inc. · 2023
  10. 10
    Reel Finaddicts Corp. 401(K) Profit Sharing Plan$2.3K
    Reel Finaddicts Corp. · 2023
  11. 11
    Gomez Chemicals Inc. Profit Sharing Plan$0
    Gomez Chemicals Inc. · 2023
  12. 12
    Innisfree Hotels, Inc. Vision Plannot reported in the loaded dataset
    Innisfree Hotels, Inc. · 2023
  13. 13
    Innisfree Hotels, Inc. Medical And Dental Plannot reported in the loaded dataset
    Innisfree Hotels, Inc. · 2023
  14. 14
    Highpointe Hospitality,Inc.Welfare Benefit Plannot reported in the loaded dataset
    Highpointe Hospitality, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Gulf Breeze, FL?
14 plan(s) reported by 11 sponsor(s) are loaded for Gulf Breeze, FL.

Related Form 5500 pages