Plan5500

Lake Worth 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, Lake Worth Beach, FL has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $609,258 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Lake Worth Beach

  • 1 loaded plans hold $609.3K in reported assets across 1 sponsors.
  • The largest, Pura Vida Treats, Inc. 401(K) Plan, holds 100% of reported Lake Worth Beach plan assets.
  • Plans cover 4 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$609.3KSummed across loaded plans$609,258
Total reported assets$609.3K$609,258
Total reported participants4
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$609.3K total assets
Net assets$609.3KLiabilities—
Contributions & income
Employer contributions$10.4K
Participant contributions$23.2K
Total income / additions$417K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$301
Net increase / (decrease)$416.7K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lake Worth 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

Lake Worth Beach market comparison

Largest plan share of assets100%Pura Vida Treats, Inc. 401(K) Plan
Participants per plan4Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Lake Worth Beach

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

  1. 1
    Pura Vida Treats, Inc. 401(K) Plan$609.3K
    Pura Vida Treats, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lake Worth Beach, FL?
1 plan(s) reported by 1 sponsor(s) are loaded for Lake Worth Beach, FL.

Related Form 5500 pages