Plan5500

Lynn Haven, 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, Lynn Haven, FL has 7 loaded benefit plan(s) reported by 4 plan sponsor(s), with $12,914,557 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
4
Latest filing year
2023

What stands out in Lynn Haven

  • 7 loaded plans hold $12.9M in reported assets across 4 sponsors.
  • The largest, Merrick Industries, Inc. 401(K) Plan, holds 98% of reported Lynn Haven plan assets.
  • Plans cover 689 participants — about 98 per plan.
  • 43% of loaded plans report full Schedule H/I financial statements.
  • 14% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.9MSummed across loaded plans$12,909,133
Total reported assets$12.9M$12,914,557
Total reported participants689
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12.9M total assets
Net assets$12.9MLiabilities$0
Contributions & income
Employer contributions$172K
Participant contributions$564.8K
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$768.6K
Total expenses$832.4K
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements3 / 7 (43%)
Plans with provider compensation1 / 7 (14%)

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

Lynn Haven market comparison

Largest plan share of assets98%Merrick Industries, Inc. 401(K) Plan
Participants per plan98Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Lynn Haven

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

  1. 1
    Merrick Industries, Inc. 401(K) Plan$12.6M
    Merrick Industries, Inc. · 2023
  2. 2
    Group Z Corp. 401(K) Plan$206.7K
    Group Z Corp. · 2023
  3. 3
    Fifth Day Season, Inc. 401(K) Plan$65.1K
    Fifth Day Season, Inc. · 2023
  4. 4
    Merrick Industries, Inc Ancillary Plannot reported in the loaded dataset
    Merrick Industries, Inc. · 2023
  5. 5
    Merrick Industries Inc Employee Benefit Plannot reported in the loaded dataset
    Merrick Industries, Inc. · 2023
  6. 6
    System Service & Engineering, Inc. Ancillarynot reported in the loaded dataset
    System Service & Engineering, Inc. · 2023
  7. 7
    System Service & Engineering, Inc. Medicalnot reported in the loaded dataset
    System Service & Engineering, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages