Plan5500

Loxahatchee, 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, Loxahatchee, FL has 7 loaded benefit plan(s) reported by 7 plan sponsor(s), with $6,642,042 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
7
Latest filing year
2023

What stands out in Loxahatchee

  • 7 loaded plans hold $6.6M in reported assets across 7 sponsors.
  • The largest, Michael J. Sinclair, M.D., P.A. Profit Sharing Plan, holds 52% of reported Loxahatchee plan assets.
  • Plans cover 185 participants — about 26 per plan.
  • 86% 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$6.6MSummed across loaded plans$6,642,042
Total reported assets$6.6M$6,642,042
Total reported participants185
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.6M total assets
Net assets$6.6MLiabilities$0
Contributions & income
Employer contributions$53.9K
Participant contributions$134.7K
Total income / additions$1.4M
Expenses & distributions
Benefits paid / distributions$19.6K
Total expenses$54.5K
Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements6 / 7 (86%)
Plans with provider compensation0 / 7 ()

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

Loxahatchee market comparison

Largest plan share of assets52%Michael J. Sinclair, M.D., P.A. Profit Sharing Plan
Participants per plan26Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Loxahatchee

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

  1. 1
    Michael J. Sinclair, M.D., P.A. Profit Sharing Plan$3.4M
    Michael J. Sinclair, M.D., P.A. · 2023
  2. 2
    Red Barn Feed And Supply, Inc. 401(K) Profit Sharing Plan$1.3M
    Red Barn Feed And Supply, Inc. · 2023
  3. 3
    Pbpho 401(K) Plan$1.2M
    Melissa S Singer Md. Pa · 2023
  4. 4
    Orion Holdings, Inc 401(K) Plan$468.1K
    Orion Holdings, Inc · 2023
  5. 5
    Palm Beach Nephrology Partners 401(K) Profit Sharing Plan & Trust$164.3K
    Palm Beach Nephrology Partners · 2023
  6. 6
    Horsewise, LLC 401(K) Retirement Plan$79.8K
    Horsewise, LLC · 2023
  7. 7
    Lion Country Safari Health And Welfare Benefits Plannot reported in the loaded dataset
    Lion Country Safari, Inc. Florida · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Loxahatchee, FL?
7 plan(s) reported by 7 sponsor(s) are loaded for Loxahatchee, FL.

Related Form 5500 pages