Plan5500

N 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, N Miami Beach, FL has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $2,081,267 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in N Miami Beach

  • 1 loaded plans hold $2.1M in reported assets across 1 sponsors.
  • The largest, Marketing Data Compilation Ltd 401(K) Profit Sharing Plan And Trust, holds 100% of reported N Miami Beach plan assets.
  • Plans cover 2 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$2.1MSummed across loaded plans$2,081,267
Total reported assets$2.1M$2,081,267
Total reported participants2
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.1M total assets
Net assets$2.1MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$164.1K
Expenses & distributions
Benefits paid / distributions$132.3K
Total expenses$139.8K
Net increase / (decrease)$24.2K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Computed from loaded plans

N Miami Beach market comparison

Largest plan share of assets100%Marketing Data Compilation Ltd 401(K) Profit Sharing Plan And Trust
Participants per plan2Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in N Miami Beach

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

  1. 1
    Marketing Data Compilation Ltd 401(K) Profit Sharing Plan And Trust$2.1M
    Marketing Data Compilation Ltd · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for N Miami Beach, FL?
1 plan(s) reported by 1 sponsor(s) are loaded for N Miami Beach, FL.

Related Form 5500 pages