Lake Worth, 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, Lake Worth, FL has 25 loaded benefit plan(s) reported by 20 plan sponsor(s), with $77,761,155 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 25
- Plan sponsors
- 20
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $77,761,155
- Total reported liabilities (EOY)
- $126,306
- Total reported net assets (EOY)
- $77,634,849
Contributions & income
- Employer contributions
- $2,260,730
- Participant contributions
- $7,885,104
- Total income / additions
- $22,932,893
Expenses & distributions
- Benefits paid / distributions
- $10,728,352
- Total expenses
- $11,274,691
- Net increase / (decrease)
- $11,658,202
Coverage
- Total reported participants
- 5,593
- Plans with financial statements
- 15
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lake Worth, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Eastern Metal Supply, Inc. 401(K) Profit Sharing Plan | Eastern Metal Supply, Inc. | $45,768,346 | 2023 |
| Intecrowd LLC 401(K) Plan | Intecrowd LLC | $8,636,940 | 2023 |
| Headlands Research 401(K) Plan | Headlands Research, Inc. | $7,268,119 | 2023 |
| Sunrise Detoxification Center, LLC 401(K) Plan | Sunrise Detoxification Center, LLC | $6,580,532 | 2023 |
| Homesafe 403(B) Retirement Plan | The Children'S Place At Home Safe, Inc. | $4,103,603 | 2023 |
| Duffy'S Management, Inc. 401(K) Plan | Duffys Management, Inc. | $2,538,394 | 2023 |
| Grs Management Associates 401(K) Plan | Grs Management Associates, Inc. | $1,990,329 | 2023 |
| Indian River Home Professionals Inc. 401k Profit Sharing Plan | Indian River Home Professionals Inc. | $366,904 | 2023 |
| Jlz Vending, Inc. 401k Profit Sharing Plan | Jlz Vending, Inc. | $218,363 | 2023 |
| Total Package Logistics 401(K) Plan | Total Package Logistics | $214,424 | 2023 |
| Livenow, Inc. 401(K) Plan | Livenow, Inc. | $56,013 | 2023 |
| Capillum Holdings, Inc. 401(K) Profit Sharing Plan | Capillum Holdings, Inc. | $14,281 | 2023 |
| Employee Health Plan Of Sea Titan Enterprises | Sea Titan Enterprises | $4,907 | 2023 |
| Keith R Wolfe Hr-10 Profit Sharing Plan | Keith R. Wolfe Dmd | $0 | 2023 |
| A M Professional Services, Inc. 401(K) Plan | A M Professional Services, Inc. | $0 | 2023 |
| The Children'S Place At Homesafe Flexible Benefit Plan | The Children'S Place At Homesafe, Inc. | not reported in the loaded dataset | 2023 |
| National Assemblers, Inc. Health And Welfare Benefits Plan | East Coast Assemblers, Inc. Dba National Assemblers, Inc. | not reported in the loaded dataset | 2023 |
| Duffy'S Sports Grill Health And Welfare Plan | Duffy'S Sports Grill | not reported in the loaded dataset | 2023 |
| Vision Integrated Partners Wrap Doc | Vision Integrated Partners LLC | not reported in the loaded dataset | 2023 |
| Praesum Healthcare Services Welfare Benefit Plan | Praesum Healthcare Services | not reported in the loaded dataset | 2023 |
| Intecrowd LLC Health & Welfare Plan | Intecrowd LLC | not reported in the loaded dataset | 2023 |
| Palm Beach School For Autism Welfare Benefit Plan | Palm Beach School For Autism | not reported in the loaded dataset | 2023 |
| Eastern Metal Supply Inc. Welfare Benefit Plan | Eastern Metal Supply Inc. | not reported in the loaded dataset | 2023 |
| Grs Management Associates Inc. Employee Welfare Benefit Plan | Grs Management Associates, Inc. | not reported in the loaded dataset | 2023 |
| Headlands Research Health And Welfare Plan | Headlands Research Inc | not reported in the loaded dataset | 2023 |
Largest plans in Lake Worth → · Lake Worth plans by participants → · Lake Worth plans with financial data → · Lake Worth plans with provider compensation → · $1B+ plans in Lake Worth →
Related Form 5500 pages
- All FL Form 5500 filings
- Eastern Metal Supply, Inc. 401(K) Profit Sharing Plan (plan 001)
- Eastern Metal Supply, Inc. — all reported plans
- Intecrowd LLC 401(K) Plan (plan 001)
- Intecrowd LLC — all reported plans
- Headlands Research 401(K) Plan (plan 001)
- Headlands Research, Inc. — all reported plans
- Sunrise Detoxification Center, LLC 401(K) Plan (plan 001)
- Sunrise Detoxification Center, LLC — all reported plans
- Homesafe 403(B) Retirement Plan (plan 001)
- The Children'S Place At Home Safe, Inc. — all reported plans
- Duffy'S Management, Inc. 401(K) Plan (plan 001)
- Duffys Management, Inc. — all reported plans
- Grs Management Associates 401(K) Plan (plan 001)
- Grs Management Associates, Inc. — all reported plans
- Indian River Home Professionals Inc. 401k Profit Sharing Plan (plan 001)
- Indian River Home Professionals Inc. — all reported plans
- Jlz Vending, Inc. 401k Profit Sharing Plan (plan 001)
- Jlz Vending, Inc. — all reported plans
- Total Package Logistics 401(K) Plan (plan 001)
- Total Package Logistics — all reported plans
- Livenow, Inc. 401(K) Plan (plan 001)
- Livenow, Inc. — all reported plans
- Capillum Holdings, Inc. 401(K) Profit Sharing Plan (plan 001)
- Capillum Holdings, Inc. — all reported plans
- Employee Health Plan Of Sea Titan Enterprises (plan 501)
- Sea Titan Enterprises — all reported plans
- Keith R Wolfe Hr-10 Profit Sharing Plan (plan 001)
- Keith R. Wolfe Dmd — all reported plans
- A M Professional Services, Inc. 401(K) Plan (plan 001)
- A M Professional Services, Inc. — all reported plans
- Methodology
- Data sources