Plan5500

Havana, 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, Havana, FL has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $7,962,619 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Havana

  • 3 loaded plans hold $8M in reported assets across 3 sponsors.
  • The largest, Coastal Forest Resources Company Retirement Income Savings Plan, holds 96% of reported Havana plan assets.
  • Plans cover 167 participants — about 56 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8MSummed across loaded plans$7,962,619
Total reported assets$8M$7,962,619
Total reported participants167
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8M total assets
Net assets$8MLiabilities$0
Contributions & income
Employer contributions$98.2K
Participant contributions$172.9K
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.4M
Net increase / (decrease)$308.6K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation1 / 3 (33%)

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

Havana market comparison

Largest plan share of assets96%Coastal Forest Resources Company Retirement Income Savings Plan
Participants per plan56Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Havana

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

  1. 1
    Coastal Forest Resources Company Retirement Income Savings Plan$7.7M
    Coastal Forest Resources Company · 2023
  2. 2
    Elevate Business Solutions Inc. 401(K) Plan$151.4K
    Elevate Business Solutions Inc. · 2023
  3. 3
    Havana Publishing Retirement Plan$146.9K
    Havana Publishing Group Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Havana, FL?
3 plan(s) reported by 3 sponsor(s) are loaded for Havana, FL.

Related Form 5500 pages