Ormond 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, Ormond Beach, FL has 26 loaded benefit plan(s) reported by 19 plan sponsor(s), with $235,554,769 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
26
Plan sponsors
19
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$235,554,769
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$235,554,769

Contributions & income

Employer contributions
$8,371,057
Participant contributions
$23,105,704
Total income / additions
$77,335,838

Expenses & distributions

Benefits paid / distributions
$17,381,602
Total expenses
$17,940,261
Net increase / (decrease)
$59,395,577

Coverage

Total reported participants
7,248
Plans with financial statements
17
Plans with provider compensation
8

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

Largest loaded plans in Ormond Beach, FL
PlanSponsorReported assets (EOY)Year
Foundation Risk Partners 401(K) PlanFoundation Risk Partners Corp$142,722,0442023
Onsolve, LLC 401(K) PlanOnsolve, LLC$28,280,5792023
Security First Managers LLC 401(K) Profit Sharing Plan And TrustSecurity First Managers LLC$16,704,9342023
Crg Global Inc 401(K) Profit Sharing Plan & TrustCrg Global Inc$11,387,2802023
Sentrics 401(K) PlanSentrics, Inc.$9,968,2772023
The Microflex, Inc. 401(K) Retirement PlanMicroflex, Inc.$9,265,0372023
Germfree Laboratories, Inc. 401(K) PlanGermfree Laboratories, Inc.$7,446,0482023
Holland Affiliated Employer Retirement PlanHolland Advisory Services Inc.$3,160,6642023
Command Medical Products Inc Employees Savings TrustCommand Medical Products Inc$2,776,9172023
Utl Enterprises, Inc. Retirement PlanUtl Enterprises, Inc.$1,700,6782023
Windsong Capital Partners Inc. Retirement PlanWindsong Capital Partners Inc.$884,6792023
Radfam Corporation Retirement PlanRadfam Corporation$700,0812023
Co2ol, Inc. Profit Sharing PlanCo2ol, Inc.$242,5052023
Vertrauen, Inc 401(K) PlanVertrauen, Inc$124,0552023
Karenkwood, Inc. Profit Sharing PlanKarenkwood, Inc.$113,3242023
Daytona Concrete Coatings, Inc. 401(K) PlanDaytona Concrete Coatings, Inc.$77,1892023
Dream Life Legacy, Inc. Profit Sharing PlanDream Life Legacy, Inc.$4782023
Security First Florida Erisa PlanSecurity First Managers, LLCnot reported in the loaded dataset2023
Command Medical Products Welfare Benefit PlanCommand Medical Productsnot reported in the loaded dataset2023
Foundation Risk Partners, Corp Health & Welfare PlanFoundation Risk Partners, Corpnot reported in the loaded dataset2023
Premier Resorts & Management Employee Welfare PlanPremier Resorts & Managementnot reported in the loaded dataset2023
Germfree Laboratories Inc. Health & Welfare Benefit PlanGermfree Laboratories, Inc.not reported in the loaded dataset2023
Sentrics, Inc. Employee Benefits PlanSentrics, Inc.not reported in the loaded dataset2023
S.R Perrott, Inc. Dental, Vision And Life PlanS.R. Perrott, Inc.not reported in the loaded dataset2023
Security First Managers, LLC Flexible Compensation PlanSecurity First Managers, LLCnot reported in the loaded dataset2023

Related Form 5500 pages