Plan5500

Navarre, 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, Navarre, FL has 8 loaded benefit plan(s) reported by 8 plan sponsor(s), with $2,899,301 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
8
Latest filing year
2023

What stands out in Navarre

  • 8 loaded plans hold $2.9M in reported assets across 8 sponsors.
  • The largest, Talon Investments, Inc. Retirement Plan, holds 66% of reported Navarre plan assets.
  • Plans cover 18 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$2.9MSummed across loaded plans$2,899,301
Total reported assets$2.9M$2,899,301
Total reported participants18
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$2.9M total assets
Net assets$2.9MLiabilities—
Contributions & income
Employer contributions$9.7K
Participant contributions$28.4K
Total income / additions$1.1M
Expenses & distributions
Benefits paid / distributions$31.9K
Total expenses$31.9K
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements8 / 8 (100%)
Plans with provider compensation0 / 8 ()

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

Navarre market comparison

Largest plan share of assets66%Talon Investments, Inc. Retirement Plan
Participants per plan2Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Navarre

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

  1. 1
    Talon Investments, Inc. Retirement Plan$1.9M
    Talon Investments, Inc. · 2023
  2. 2
    J.L.I. 401(K) Plan$541.7K
    J.L.I., Inc. · 2023
  3. 3
    Seaglass Weddings And Events Retirement Plan$292.9K
    Seaglass Weddings And Events, Inc. · 2023
  4. 4
    Emerald Coast Shooting Sports Group, Inc 401(K) Plan$116.8K
    Full Range Entertainment, Inc. · 2023
  5. 5
    St. Michael'S Brewing Company, Inc. 401(K) Plan$34.4K
    St. Michael'S Brewing Company, Inc. · 2023
  6. 6
    Seaside Sweeteries Inc 401(K) Plan$6.7K
    Seaside Sweeteries Inc · 2023
  7. 7
    Emerald Coast Pizza Retirement Plan$0
    Emerald Coast Pizza, Inc. · 2023
  8. 8
    Msott Inc. Retirement Plan$0
    Msott Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages