Plan5500

Indialantic, 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, Indialantic, FL has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $8,844,027 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
5
Latest filing year
2023

What stands out in Indialantic

  • 5 loaded plans hold $8.8M in reported assets across 5 sponsors.
  • The largest, Cerow And Company Cpa'S Pa Profit Sharing Plan And Trust, holds 42% of reported Indialantic plan assets.
  • Plans cover 21 participants — about 4 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$8.8MSummed across loaded plans$8,844,027
Total reported assets$8.8M$8,844,027
Total reported participants21
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.8M total assets
Net assets$8.8MLiabilities$0
Contributions & income
Employer contributions$16.5K
Participant contributions$39.4K
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributions$0
Total expenses$3.1K
Net increase / (decrease)$2.1M

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation0 / 5 ()

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

Indialantic market comparison

Largest plan share of assets42%Cerow And Company Cpa'S Pa Profit Sharing Plan And Trust
Participants per plan4Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Indialantic

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

  1. 1
    Cerow And Company Cpa'S Pa Profit Sharing Plan And Trust$3.7M
    Cerow And Company, Cpas, Pa Cerow And Company, Cpas, Pa · 2023
  2. 2
    Michael P Logue Dmd Pa Employees Profit Sharing Plan$2.3M
    Michael P Logue Dmd Pa · 2023
  3. 3
    Michael A. Baiker, Dds 401(K) Plan$2.1M
    Michael A. Baiker, Dds, P.A. · 2023
  4. 4
    Fcy Medical Aesthetics, Inc. 401(K) Plan$574K
    Fcy Medical Aesthetics, Inc. · 2023
  5. 5
    Strategic Actions Inc. Retirement Plan$74K
    Strategic Actions Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages