Plan5500

Melbourne 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, Melbourne Beach, FL has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $522,280 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Melbourne Beach

  • 3 loaded plans hold $522.3K in reported assets across 3 sponsors.
  • The largest, Iron Oak Post, Inc. Retirement Plan, holds 72% of reported Melbourne Beach plan assets.
  • Plans cover 6 participants — about 2 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$522.3KSummed across loaded plans$522,280
Total reported assets$522.3K$522,280
Total reported participants6
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$522.3K total assets
Net assets$522.3KLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$104.9K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)-$104.9K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Melbourne Beach market comparison

Largest plan share of assets72%Iron Oak Post, Inc. Retirement Plan
Participants per plan2Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Melbourne Beach

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

  1. 1
    Iron Oak Post, Inc. Retirement Plan$378.3K
    Iron Oak Post, Inc. · 2023
  2. 2
    Kluempke Enterprises Inc. Retirement Plan$144K
    Kluempke Enterprises Inc. · 2023
  3. 3
    Banyan Digital 401k$2
    Banyan Digital Media Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Melbourne Beach, FL?
3 plan(s) reported by 3 sponsor(s) are loaded for Melbourne Beach, FL.

Related Form 5500 pages