Plan5500

New Smyrna 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, New Smyrna Beach, FL has 6 loaded benefit plan(s) reported by 6 plan sponsor(s), with $982,722 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
6
Latest filing year
2023

What stands out in New Smyrna Beach

  • 6 loaded plans hold $982.7K in reported assets across 6 sponsors.
  • The largest, Jer2911 Holdings, Inc. Retirement Plan, holds 41% of reported New Smyrna Beach plan assets.
  • Plans cover 110 participants — about 18 per plan.
  • 83% 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$982.7KSummed across loaded plans$982,722
Total reported assets$982.7K$982,722
Total reported participants110
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$982.7K total assets
Net assets$982.7KLiabilities$0
Contributions & income
Employer contributions$2K
Participant contributions$2.4K
Total income / additions-$70.8K
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.3M
Net increase / (decrease)-$1.3M

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation0 / 6 ()

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

New Smyrna Beach market comparison

Largest plan share of assets41%Jer2911 Holdings, Inc. Retirement Plan
Participants per plan18Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in New Smyrna Beach

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

  1. 1
    Jer2911 Holdings, Inc. Retirement Plan$401.3K
    Jer2911 Holdings, Inc. · 2023
  2. 2
    One Palm Bleu Palm, Inc. 401(K) Plan$382.2K
    One Palm Bleu Palm, Inc. · 2023
  3. 3
    F4 Disposal Corp. 401(K) Profit Sharing Plan$113.8K
    F4 Disposal Corp. · 2023
  4. 4
    Nautilus By The Sea Fitness Center, Inc. 401(K) Plan$85.5K
    Nautilus By The Sea Fitness Center, Inc. · 2023
  5. 5
    James J. Wood, Esq. LLC Defined Benefit Plan$0
    James J. Wood, Esq. LLC · 2023
  6. 6
    Epic Aviation Inc., Employee Benefits Plannot reported in the loaded dataset
    Epic Aviation Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for New Smyrna Beach, FL?
6 plan(s) reported by 6 sponsor(s) are loaded for New Smyrna Beach, FL.

Related Form 5500 pages