Plan5500

Ocean Ridge, 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, Ocean Ridge, FL has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $416,946 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Ocean Ridge

  • 2 loaded plans hold $416.9K in reported assets across 2 sponsors.
  • The largest, Helios Sun Co. 401(K) Plan, holds 100% of reported Ocean Ridge plan assets.
  • Plans cover 3 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$416.9KSummed across loaded plans$416,946
Total reported assets$416.9K$416,946
Total reported participants3
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$416.9K total assets
Net assets$416.9KLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$83.9K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)-$83.9K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Ocean Ridge market comparison

Largest plan share of assets100%Helios Sun Co. 401(K) Plan
Participants per plan2Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Ocean Ridge

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

  1. 1
    Helios Sun Co. 401(K) Plan$416.9K
    Helios Sun Co. · 2023
  2. 2
    Agile Customer Engagement, Inc. Retirement Plan$0
    Agile Customer Engagement, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Ocean Ridge, FL?
2 plan(s) reported by 2 sponsor(s) are loaded for Ocean Ridge, FL.

Related Form 5500 pages