Plan5500

Lighthouse Point, 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, Lighthouse Point, FL has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $19,808,502 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 Lighthouse Point

  • 4 loaded plans hold $19.8M in reported assets across 4 sponsors.
  • The largest, Phil Smith Automotive Group 401(K) Plan, holds 88% of reported Lighthouse Point plan assets.
  • Plans cover 1,299 participants — about 325 per plan.
  • 100% 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$19.8MSummed across loaded plans$19,804,712
Total reported assets$19.8M$19,808,502
Total reported participants1.3K1,299
Total reported liabilities$3.8K$3,790

Reported net position

Reported assets = net assets + liabilities (summed)$19.8M total assets
Net assets$19.8MLiabilities$3.8K
Contributions & income
Employer contributions$375.6K
Participant contributions$2M
Total income / additions$5.4M
Expenses & distributions
Benefits paid / distributions$2.8M
Total expenses$2.9M
Net increase / (decrease)$2.5M

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation2 / 4 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lighthouse Point, 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

Lighthouse Point market comparison

Largest plan share of assets88%Phil Smith Automotive Group 401(K) Plan
Participants per plan325Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Lighthouse Point

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

  1. 1
    Phil Smith Automotive Group 401(K) Plan$17.4M
    Phil Smith Management, Inc. Dba Phil Smith Automotive Group · 2023
  2. 2
    Bd Financial Associates Profit Sharing Plan$1.4M
    Bd Financial Associates Profit Sharing Plan · 2023
  3. 3
    Women In Distress Of Broward C 401(K) Profit Sharing Plan & Trust$998.5K
    Women In Distress Of Broward C · 2023
  4. 4
    Cool Pic Corp 401(K) Plan$0
    Cool Pic Corp · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages