Plan5500

Howey In The Hills, 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, Howey In The Hills, FL has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,411,147 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Howey In The Hills

  • 2 loaded plans hold $1.4M in reported assets across 2 sponsors.
  • The largest, Buena Vida Concepts, Inc. 401(K) Profit Sharing Plan, holds 80% of reported Howey In The Hills plan assets.
  • Plans cover 12 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$1.4MSummed across loaded plans$1,411,147
Total reported assets$1.4M$1,411,147
Total reported participants12
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.4M total assets
Net assets$1.4MLiabilities—
Contributions & income
Employer contributions$12.6K
Participant contributions$15.4K
Total income / additions$113.8K
Expenses & distributions
Benefits paid / distributions$10K
Total expenses$13.1K
Net increase / (decrease)$100.7K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Howey In The Hills, 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

Howey In The Hills market comparison

Largest plan share of assets80%Buena Vida Concepts, Inc. 401(K) Profit Sharing Plan
Participants per plan6Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Howey In The Hills

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

  1. 1
    Buena Vida Concepts, Inc. 401(K) Profit Sharing Plan$1.1M
    Buena Vida Concepts, Inc. · 2023
  2. 2
    High Crest Ventures, Inc. 401(K) Profit Sharing Plan$280.2K
    High Crest Ventures, Inc. · 2023

Largest plans in Howey In The Hills → · Howey In The Hills plans by participants → · Howey In The Hills plans with financial data → · Howey In The Hills plans with provider compensation → · $1B+ plans in Howey In The Hills →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Howey In The Hills, FL?
2 plan(s) reported by 2 sponsor(s) are loaded for Howey In The Hills, FL.

Related Form 5500 pages