Plan5500

Indian River Shores, 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, Indian River Shores, FL has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $30,317,462 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
1
Latest filing year
2023

What stands out in Indian River Shores

  • 2 loaded plans hold $30.3M in reported assets across 1 sponsors.
  • The largest, John'S Island Club Profit Sharing Plan, holds 100% of reported Indian River Shores plan assets.
  • Plans cover 775 participants — about 388 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$30.3MSummed across loaded plans$30,317,462
Total reported assets$30.3M$30,317,462
Total reported participants775
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$30.3M total assets
Net assets$30.3MLiabilities$0
Contributions & income
Employer contributions$956.6K
Participant contributions$1.8M
Total income / additions$7M
Expenses & distributions
Benefits paid / distributions$1.9M
Total expenses$2M
Net increase / (decrease)$5M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Indian River Shores, 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

Indian River Shores market comparison

Largest plan share of assets100%John'S Island Club Profit Sharing Plan
Participants per plan388Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Indian River Shores

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

  1. 1
    John'S Island Club Profit Sharing Plan$30.3M
    John'S Island Club, Inc. · 2023
  2. 2
    The John'S Island Club Inc Health & Welfare Benefit Plannot reported in the loaded dataset
    John'S Island Club Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Indian River Shores, FL?
2 plan(s) reported by 1 sponsor(s) are loaded for Indian River Shores, FL.

Related Form 5500 pages