Plan5500

Hallandale 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, Hallandale Beach, FL has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $21,052,993 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023

What stands out in Hallandale Beach

  • 6 loaded plans hold $21.1M in reported assets across 5 sponsors.
  • The largest, The Bloom Organization Ii, Inc. Employee Stock Ownership Plan, holds 79% of reported Hallandale Beach plan assets.
  • Plans cover 853 participants — about 142 per plan.
  • 67% 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$19.1MSummed across loaded plans$19,063,516
Total reported assets$21.1M$21,052,993
Total reported participants853
Total reported liabilities$2M$1,989,477

Reported net position

Reported assets = net assets + liabilities (summed)$21.1M total assets
Net assets$19.1MLiabilities$2M
Contributions & income
Employer contributions$401.3K
Participant contributions$250K
Total income / additions$905.9K
Expenses & distributions
Benefits paid / distributions$167.3K
Total expenses$239.9K
Net increase / (decrease)$666K

Data coverage

Plans with financial statements4 / 6 (67%)
Plans with provider compensation0 / 6 ()

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

Computed from loaded plans

Hallandale Beach market comparison

Largest plan share of assets79%The Bloom Organization Ii, Inc. Employee Stock Ownership Plan
Participants per plan142Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Hallandale Beach

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

  1. 1
    The Bloom Organization Ii, Inc. Employee Stock Ownership Plan$16.7M
    The Bloom Organization Ii, Inc. · 2023
  2. 2
    Dreamer Realty 401(K) Plan$3.5M
    Dreamer Realty Corp. · 2023
  3. 3
    The Big Easy 401(K) Plan$915.5K
    831 Federal Highway Acquisition, LLC Dba The Big Easy Casino · 2023
  4. 4
    The Jaylorin Group Inc. Retirement Plan$11.9K
    The Jaylorin Group Inc. · 2023
  5. 5
    Accesso Resources, LLC Welfare Benefit Plannot reported in the loaded dataset
    Accesso Resources, LLC · 2023
  6. 6
    The Big Easy Casino - 831 N Federal Acquisition, LLC Health And Welfare Benefit Plannot reported in the loaded dataset
    831 N Federal Acquisition, LLC The Big Easy · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages