Miami 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, Miami Beach, FL has 46 loaded benefit plan(s) reported by 38 plan sponsor(s), with $232,803,488 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 46
- Plan sponsors
- 38
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $232,803,488
- Total reported liabilities (EOY)
- $1,381
- Total reported net assets (EOY)
- $225,261,095
Contributions & income
- Employer contributions
- $5,816,456
- Participant contributions
- $10,895,075
- Total income / additions
- $50,062,319
Expenses & distributions
- Benefits paid / distributions
- $12,433,557
- Total expenses
- $14,412,698
- Net increase / (decrease)
- $35,649,621
Coverage
- Total reported participants
- 7,607
- Plans with financial statements
- 28
- Plans with provider compensation
- 13
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Miami 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Starwood Property Trust, Inc. Savings Plan | Lnr Property LLC | $98,869,022 | 2023 |
| Fontainebleau Florida Hotel 401(K) Plan | Fontainebleau Florida Hotel LLC | $25,557,861 | 2023 |
| Joe'S Stone Crabs, Inc. 401(K) Plan | Joe'S Stone Crabs, Inc. | $17,303,014 | 2023 |
| Fontainebleau Development LLC 401(K) Plan | Fontainebleau Florida Hotel LLC | $16,150,856 | 2023 |
| Koniver Stern Group, Inc. 401(K) Plan And Trust | The Koniver Stern Group, Inc. | $11,305,049 | 2023 |
| Verifract LLC 401(K) Plan | Verifract LLC Dba Redzone Production Systems | $11,030,033 | 2023 |
| Joe'S Stone Crabs, Inc. Profit Sharing Plan | Joe'S Stone Crabs, Inc. | $9,864,674 | 2023 |
| The Palms Hotel & Spa, Inc. 401(K) Retirement Plan | The Palms Hotel & Spa, Inc. | $5,976,724 | 2023 |
| Estefan Enterprises Inc 401(K) Profit Sharing Plan | Estefan Enterprises, Inc. | $5,303,507 | 2023 |
| Moose Productions Inc 401k Profit Sharing Plan | Moose Productions Inc | $4,997,073 | 2023 |
| M. Bendor Diamonds, Inc.Profit Sharing Plan | M. Ben-Dor Diamonds, Inc. | $4,369,558 | 2023 |
| Pure Source, LLC Retirement Plan | Pure Source, LLC | $4,109,015 | 2023 |
| Kraftsow LLC Profit Sharing Plan | Florida Auto Advantage, LLC | $2,999,412 | 2023 |
| Gary J. Rosenbaum, M.D. Retirement Plan & Trust | Gary J. Rosenbaum, M.D., P.A. | $2,793,045 | 2023 |
| Miami City Ballet 401(K) Plan | Miami City Ballet, Inc. | $2,585,239 | 2023 |
| Carillon Hotel Management, LLC 401(K) Plan | Carillon Hotel Management, LLC | $2,491,908 | 2023 |
| Jsn Aspirations Inc. Retirement Plan | Jsn Aspirations Inc. | $2,362,000 | 2023 |
| Eden Roc Management LLC 401(K) Plan | Eden Roc Management LLC | $1,298,439 | 2023 |
| Deutschmann Partners LLC 401k Plan | Deutschmann Partners LLC | $1,099,881 | 2023 |
| David Lifshultz 401(K) Plan | Crespi Landowners, Lc | $1,043,442 | 2023 |
| Superb Hearing Inc. 401(K) Plan | Superb Hearing, Inc. | $409,629 | 2023 |
| Garnish Hospitality Group 401(K) Trust | Garnish Hospitality Group Inc. | $329,298 | 2023 |
| Murati Garcia Investments Inc. Retirement Plan | Murati Garcia Investments Inc. | $302,588 | 2023 |
| Ciao Global, Inc. 401(K) Plan | Ciao Global, Inc. | $175,446 | 2023 |
| Mellinger Enterprises Inc. 401(K) Plan | Mellinger Enterprises Inc. | $44,454 | 2023 |
Largest plans in Miami Beach → · Miami Beach plans by participants → · Miami Beach plans with financial data → · Miami Beach plans with provider compensation → · $1B+ plans in Miami Beach →
Related Form 5500 pages
- All FL Form 5500 filings
- Starwood Property Trust, Inc. Savings Plan (plan 001)
- Lnr Property LLC — all reported plans
- Fontainebleau Florida Hotel 401(K) Plan (plan 001)
- Fontainebleau Florida Hotel LLC — all reported plans
- Joe'S Stone Crabs, Inc. 401(K) Plan (plan 003)
- Joe'S Stone Crabs, Inc. — all reported plans
- Fontainebleau Development LLC 401(K) Plan (plan 001)
- Fontainebleau Florida Hotel LLC — all reported plans
- Koniver Stern Group, Inc. 401(K) Plan And Trust (plan 001)
- The Koniver Stern Group, Inc. — all reported plans
- Verifract LLC 401(K) Plan (plan 001)
- Verifract LLC Dba Redzone Production Systems — all reported plans
- Joe'S Stone Crabs, Inc. Profit Sharing Plan (plan 002)
- The Palms Hotel & Spa, Inc. 401(K) Retirement Plan (plan 001)
- The Palms Hotel & Spa, Inc. — all reported plans
- Estefan Enterprises Inc 401(K) Profit Sharing Plan (plan 001)
- Estefan Enterprises, Inc. — all reported plans
- Moose Productions Inc 401k Profit Sharing Plan (plan 001)
- Moose Productions Inc — all reported plans
- M. Bendor Diamonds, Inc.Profit Sharing Plan (plan 001)
- M. Ben-Dor Diamonds, Inc. — all reported plans
- Pure Source, LLC Retirement Plan (plan 001)
- Pure Source, LLC — all reported plans
- Kraftsow LLC Profit Sharing Plan (plan 001)
- Florida Auto Advantage, LLC — all reported plans
- Gary J. Rosenbaum, M.D. Retirement Plan & Trust (plan 002)
- Gary J. Rosenbaum, M.D., P.A. — all reported plans
- Miami City Ballet 401(K) Plan (plan 002)
- Miami City Ballet, Inc. — all reported plans
- Methodology
- Data sources