Plan5500

Palm Bay, 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, Palm Bay, FL has 6 loaded benefit plan(s) reported by 6 plan sponsor(s), with $1,099,515 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 Palm Bay

  • 6 loaded plans hold $1.1M in reported assets across 6 sponsors.
  • The largest, Dragon Yacht Sales, Inc. 401(K) Profit Sharing Plan, holds 63% of reported Palm Bay plan assets.
  • Plans cover 17 participants — about 3 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$1.1MSummed across loaded plans$1,061,448
Total reported assets$1.1M$1,099,515
Total reported participants17
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.1M total assets
Net assets$1.1MLiabilities$0
Contributions & income
Employer contributions$15K
Participant contributions$0
Total income / additions$351.4K
Expenses & distributions
Benefits paid / distributions$38.1K
Total expenses$38.3K
Net increase / (decrease)$313.2K

Data coverage

Plans with financial statements6 / 6 (100%)
Plans with provider compensation0 / 6 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Palm Bay, 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

Palm Bay market comparison

Largest plan share of assets63%Dragon Yacht Sales, Inc. 401(K) Profit Sharing Plan
Participants per plan3Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Palm Bay

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

  1. 1
    Dragon Yacht Sales, Inc. 401(K) Profit Sharing Plan$697.5K
    Dragon Yacht Sales, Inc. · 2023
  2. 2
    Profishnsea, Inc Retirement Plan$179.9K
    Profishnsea, Inc · 2023
  3. 3
    Brooklyn Village Ventures Inc. Retirement Plan$136.3K
    Brooklyn Village Ventures Inc. · 2023
  4. 4
    Transcendent Leadership, Inc. 401(K) Plan$47.8K
    Transcendent Leadership, Inc. · 2023
  5. 5
    Grupo Sanchez Inc. Retirement Plan$38.1K
    Grupo Sanchez Inc. · 2023
  6. 6
    Reflectlive Inc. Retirement Plan$62
    Reflectlive Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages