Palatka, 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, Palatka, FL has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $26,519,999 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
5
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$26,519,999
Total reported liabilities (EOY)
$1,578
Total reported net assets (EOY)
$26,518,421

Contributions & income

Employer contributions
$1,238,530
Participant contributions
$1,005,191
Total income / additions
$5,604,724

Expenses & distributions

Benefits paid / distributions
$2,065,065
Total expenses
$2,100,269
Net increase / (decrease)
$3,504,455

Coverage

Total reported participants
1,164
Plans with financial statements
3
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Palatka, 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 Palatka, FL
PlanSponsorReported assets (EOY)Year
Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Rural Health Care, Incorporated D/B/A Aza HealthRural Health Care, Incorporated D/B/A Aza Health$19,778,9512023
Beck Auto Sales, Inc. 401(K) PlanBeck Auto Sales, Inc.$6,632,8382023
Our Family Farm Inc 401k PlanOur Family Farm, Inc$108,2102023
St Johns Ship Building Health And Welfare PlanSt. Johns Ship Building Inc.not reported in the loaded dataset2023
Krebs Land Development, LLCKrebs Land Development, LLCnot reported in the loaded dataset2023
Rural Health Care, Inc. Welfare Benefits PlanRural Health Care, Inc.not reported in the loaded dataset2023

Related Form 5500 pages