Plan5500

Miramar 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, Miramar Beach, FL has 10 loaded benefit plan(s) reported by 8 plan sponsor(s), with $17,544,421 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
8
Latest filing year
2023

What stands out in Miramar Beach

  • 10 loaded plans hold $17.5M in reported assets across 8 sponsors.
  • The largest, Sandestin Beach Hotel, Ltd 401(K) Retirement Savings Plan, holds 69% of reported Miramar Beach plan assets.
  • Plans cover 1,838 participants — about 184 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 10% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$17.5MSummed across loaded plans$17,544,421
Total reported assets$17.5M$17,544,421
Total reported participants1.8K1,838
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$17.5M total assets
Net assets$17.5MLiabilities$0
Contributions & income
Employer contributions$601K
Participant contributions$904.1K
Total income / additions$4.3M
Expenses & distributions
Benefits paid / distributions$1.8M
Total expenses$1.9M
Net increase / (decrease)$2.4M

Data coverage

Plans with financial statements5 / 10 (50%)
Plans with provider compensation1 / 10 (10%)

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

Miramar Beach market comparison

Largest plan share of assets69%Sandestin Beach Hotel, Ltd 401(K) Retirement Savings Plan
Participants per plan184Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Miramar Beach

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

  1. 1
    Sandestin Beach Hotel, Ltd 401(K) Retirement Savings Plan$12.1M
    Sandestin Beach Hotel, Ltd · 2023
  2. 2
    The Becnel Company Money Purchase Pension Plan$3.8M
    The Becnel Company, LLC · 2023
  3. 3
    Gulf Coast Labs-401k$818.1K
    Gulf Coast Labs Corporation · 2023
  4. 4
    Jms Pace, Inc. Retirement Plan$450K
    Jms Pace, Inc. · 2023
  5. 5
    Supreme Coastal Enterprises, Inc. Retirement Plan$403.7K
    Supreme Coastal Enterprises, Inc. · 2023
  6. 6
    Sandestin Beach Hilton Welfare Benefits Plannot reported in the loaded dataset
    Sandestin Beach Hotel, Ltd. · 2023
  7. 7
    Phillips Capital Partners, Inc. Welfare Plan Bcbs Alnot reported in the loaded dataset
    Phillips Capital Partners, Inc. · 2023
  8. 8
    Virtuous Management Groupnot reported in the loaded dataset
    Virtuous Management Group · 2023
  9. 9
    Virtuous Management Group LLCnot reported in the loaded dataset
    Virtuous Management Group LLC · 2023
  10. 10
    Sandestin Golf And Beach Resort Benefit Plannot reported in the loaded dataset
    Sandestin Investments, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Miramar Beach, FL?
10 plan(s) reported by 8 sponsor(s) are loaded for Miramar Beach, FL.

Related Form 5500 pages