Plan5500

Inlet 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, Inlet Beach, FL has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $2,693,867 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 Inlet Beach

  • 5 loaded plans hold $2.7M in reported assets across 5 sponsors.
  • The largest, Ideal Dentistry Retirement Plan & Trust, holds 58% of reported Inlet Beach plan assets.
  • Plans cover 34 participants — about 7 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$2.7MSummed across loaded plans$2,693,747
Total reported assets$2.7M$2,693,867
Total reported participants34
Total reported liabilities$120

Reported net position

Reported assets = net assets + liabilities (summed)$2.7M total assets
Net assets$2.7MLiabilities$120
Contributions & income
Employer contributions$36.1K
Participant contributions$55.7K
Total income / additions$570.3K
Expenses & distributions
Benefits paid / distributions$34.4K
Total expenses$47.3K
Net increase / (decrease)$523K

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 Inlet 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

Inlet Beach market comparison

Largest plan share of assets58%Ideal Dentistry Retirement Plan & Trust
Participants per plan7Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Inlet Beach

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

  1. 1
    Ideal Dentistry Retirement Plan & Trust$1.6M
    Upper Cusp, P.A. · 2023
  2. 2
    Corchis Capital, Inc. 401(K) Plan$939.1K
    Corchis Capital, Inc. · 2023
  3. 3
    Bcpsb Operations Inc 401(K) Plan$131.4K
    Bcpsb Operations Inc · 2023
  4. 4
    Gulf Coast Grind Inc. Retirement Plan$50K
    Gulf Coast Grind Inc. · 2023
  5. 5
    Double Rr, Inc. 401(K) Plan$12
    Double Rr, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages