Plan5500

Middleburg, 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, Middleburg, FL has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $966,384 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Middleburg

  • 2 loaded plans hold $966.4K in reported assets across 2 sponsors.
  • The largest, Green Cove Springs Auto Parts, Inc. 401(K) Plan, holds 100% of reported Middleburg plan assets.
  • Plans cover 10 participants — about 5 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$966.4KSummed across loaded plans$966,384
Total reported assets$966.4K$966,384
Total reported participants10
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$966.4K total assets
Net assets$966.4KLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$159.1K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$159.1K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Middleburg market comparison

Largest plan share of assets100%Green Cove Springs Auto Parts, Inc. 401(K) Plan
Participants per plan5Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Middleburg

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

  1. 1
    Green Cove Springs Auto Parts, Inc. 401(K) Plan$966.4K
    Green Cove Springs Auto Parts, Inc. · 2023
  2. 2
    Zoso Foods Inc. 401(K) Plan$0
    Zoso Foods Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Middleburg, FL?
2 plan(s) reported by 2 sponsor(s) are loaded for Middleburg, FL.

Related Form 5500 pages