North Palm 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, North Palm Beach, FL has 14 loaded benefit plan(s) reported by 12 plan sponsor(s), with $88,855,235 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 14
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $88,855,235
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $88,855,235
Contributions & income
- Employer contributions
- $2,264,111
- Participant contributions
- $4,926,266
- Total income / additions
- $20,618,874
Expenses & distributions
- Benefits paid / distributions
- $6,163,730
- Total expenses
- $6,599,387
- Net increase / (decrease)
- $14,019,487
Coverage
- Total reported participants
- 9,049
- Plans with financial statements
- 10
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for North Palm 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| The Benjamin School Defined Contribution Plan | The Benjamin School | $42,889,670 | 2023 |
| Driftwood Hospitality Management, Inc. 401(K) Plan | Driftwood Hospitality Management, LLC | $28,431,677 | 2023 |
| Lost Tree Club 401(K) Plan | Lost Tree Club, Inc. | $8,435,129 | 2023 |
| Cs Operations Inc 401(K) Profit Sharing Plan & Trust | Cs Operations Inc | $4,640,680 | 2023 |
| Griffin Insulation, Inc. Profit Sharing Plan | Griffin Insulation, Inc. | $1,874,922 | 2023 |
| Wesley R. Guylay Profit Sharing Plan | Wesley R. Guylay | $1,022,324 | 2023 |
| Luxury Estates Realty & Management, Inc. 401(K) Plan | Luxury Estates Realty & Management, Inc | $786,962 | 2023 |
| Marsp Group Inc. 401(K) Plan | Marsp Group Inc. | $339,720 | 2023 |
| Intercoastal Property Ventures Inc 401(K) Plan | Intercoastal Property Ventures Inc | $222,929 | 2023 |
| Aquaadventure Tours, Inc. Retirement Plan | Aquaadventure Tours, Inc. | $211,222 | 2023 |
| Driftwood Hospitality Management LLC Health And Welfare Plan | Driftwood Hospitality Management LLC | not reported in the loaded dataset | 2023 |
| Solvere Holdings, LLC Health & Welfare Plan | Solvere Holdings, LLC | not reported in the loaded dataset | 2023 |
| Alta Senior Living Welfare Benefit Plan | Alta Senior Living | not reported in the loaded dataset | 2023 |
| The Benjamin School Employee Welfare Benefit Plan | The Benjamin School | not reported in the loaded dataset | 2023 |
Largest plans in North Palm Beach → · North Palm Beach plans by participants → · North Palm Beach plans with financial data → · North Palm Beach plans with provider compensation → · $1B+ plans in North Palm Beach →
Related Form 5500 pages
- All FL Form 5500 filings
- The Benjamin School Defined Contribution Plan (plan 001)
- The Benjamin School — all reported plans
- Driftwood Hospitality Management, Inc. 401(K) Plan (plan 001)
- Driftwood Hospitality Management, LLC — all reported plans
- Lost Tree Club 401(K) Plan (plan 003)
- Lost Tree Club, Inc. — all reported plans
- Cs Operations Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Cs Operations Inc — all reported plans
- Griffin Insulation, Inc. Profit Sharing Plan (plan 001)
- Griffin Insulation, Inc. — all reported plans
- Wesley R. Guylay Profit Sharing Plan (plan 001)
- Wesley R. Guylay — all reported plans
- Luxury Estates Realty & Management, Inc. 401(K) Plan (plan 002)
- Luxury Estates Realty & Management, Inc — all reported plans
- Marsp Group Inc. 401(K) Plan (plan 001)
- Marsp Group Inc. — all reported plans
- Intercoastal Property Ventures Inc 401(K) Plan (plan 001)
- Intercoastal Property Ventures Inc — all reported plans
- Aquaadventure Tours, Inc. Retirement Plan (plan 001)
- Aquaadventure Tours, Inc. — all reported plans
- Driftwood Hospitality Management LLC Health And Welfare Plan (plan 501)
- Solvere Holdings, LLC Health & Welfare Plan (plan 501)
- Solvere Holdings, LLC — all reported plans
- Alta Senior Living Welfare Benefit Plan (plan 501)
- Alta Senior Living — all reported plans
- The Benjamin School Employee Welfare Benefit Plan (plan 510)
- Methodology
- Data sources