Plan5500

Hallandale, 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, Hallandale, FL has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $36,106,102 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

What stands out in Hallandale

  • 5 loaded plans hold $36.1M in reported assets across 4 sponsors.
  • The largest, Zumba Fitness LLC. 401(K) Plan, holds 55% of reported Hallandale plan assets.
  • Plans cover 787 participants — about 157 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • 40% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$36.1MSummed across loaded plans$36,088,180
Total reported assets$36.1M$36,106,102
Total reported participants787
Total reported liabilities$17.9K$17,922

Reported net position

Reported assets = net assets + liabilities (summed)$36.1M total assets
Net assets$36.1MLiabilities$17.9K
Contributions & income
Employer contributions$964.9K
Participant contributions$2.2M
Total income / additions$8.2M
Expenses & distributions
Benefits paid / distributions$2.9M
Total expenses$3M
Net increase / (decrease)$5.2M

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation2 / 5 (40%)

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

Hallandale market comparison

Largest plan share of assets55%Zumba Fitness LLC. 401(K) Plan
Participants per plan157Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Hallandale

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

  1. 1
    Zumba Fitness LLC. 401(K) Plan$19.8M
    Zumba Fitness, LLC · 2023
  2. 2
    Accesso Partners, LLC 401k Profit Sha Ing Plan And Trust$10.7M
    Accesso Partners, LLC · 2023
  3. 3
    Mustang Electronics And Affiliates Inc. Defined Benefit Pension Plan$4.1M
    Mustang Electronics And Affiliates Inc. · 2023
  4. 4
    Chiptech Inc 401(K) Profit Sharing Plan & Trust$1.5M
    Chiptech Inc · 2023
  5. 5
    Zumba Fitness, LLC Employee Benefits Plannot reported in the loaded dataset
    Zumba Fitness, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages