Plan5500

Neptune 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, Neptune Beach, FL has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $117,211 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Neptune Beach

  • 3 loaded plans hold $117.2K in reported assets across 3 sponsors.
  • The largest, Volkmann Investments, Inc. Retirement Plan, holds 100% of reported Neptune Beach plan assets.
  • Plans cover 26 participants — about 9 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$117.2KSummed across loaded plans$117,211
Total reported assets$117.2K$117,211
Total reported participants26
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$117.2K total assets
Net assets$117.2KLiabilities$0
Contributions & income
Employer contributions$49.8K
Participant contributions$105.3K
Total income / additions$512.1K
Expenses & distributions
Benefits paid / distributions$3M
Total expenses$3M
Net increase / (decrease)-$2.5M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Neptune Beach market comparison

Largest plan share of assets100%Volkmann Investments, Inc. Retirement Plan
Participants per plan9Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Neptune Beach

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

  1. 1
    Volkmann Investments, Inc. Retirement Plan$117.2K
    Volkmann Investments, Inc. · 2023
  2. 2
    Envisage International Corporation 401(K) Plan$0
    Envisage International Corporation · 2023
  3. 3
    Custom Builders By Grubbs Inc Defined Benefit Plan 79085$0
    Custom Builders By Grubbs Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Neptune Beach, FL?
3 plan(s) reported by 3 sponsor(s) are loaded for Neptune Beach, FL.

Related Form 5500 pages