Plan5500

Key Biscayne, 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, Key Biscayne, FL has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $8,488,710 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Key Biscayne

  • 4 loaded plans hold $8.5M in reported assets across 4 sponsors.
  • The largest, Northstar Mortgage Company Profit Sharing Plan, holds 56% of reported Key Biscayne plan assets.
  • Plans cover 21 participants — about 5 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$8.5MSummed across loaded plans$8,488,710
Total reported assets$8.5M$8,488,710
Total reported participants21
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.5M total assets
Net assets$8.5MLiabilities$0
Contributions & income
Employer contributions$97.2K
Participant contributions$162.4K
Total income / additions$1.1M
Expenses & distributions
Benefits paid / distributions$799.2K
Total expenses$805.2K
Net increase / (decrease)$309.2K

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation0 / 4 ()

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

Key Biscayne market comparison

Largest plan share of assets56%Northstar Mortgage Company Profit Sharing Plan
Participants per plan5Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Key Biscayne

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

  1. 1
    Northstar Mortgage Company Profit Sharing Plan$4.8M
    Northstar Mortgage Company · 2023
  2. 2
    Elfmont Associates Inc. 401(K) Profit Sharing Plan$2.3M
    Elfmont Associates Inc. · 2023
  3. 3
    Ocean Club Community Association Inc 401(K) Plan$1.2M
    Ocean Club Community Association Inc · 2023
  4. 4
    Bleu Skys Management Co. Profit Sharing Plan$238K
    Bleu Skys Management Co. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Key Biscayne, FL?
4 plan(s) reported by 4 sponsor(s) are loaded for Key Biscayne, FL.

Related Form 5500 pages