Palm City, 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 City, FL has 24 loaded benefit plan(s) reported by 21 plan sponsor(s), with $42,586,054 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 24
- Plan sponsors
- 21
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $42,586,054
- Total reported liabilities (EOY)
- $24,998
- Total reported net assets (EOY)
- $42,556,439
Contributions & income
- Employer contributions
- $662,069
- Participant contributions
- $2,222,102
- Total income / additions
- $9,906,722
Expenses & distributions
- Benefits paid / distributions
- $4,630,213
- Total expenses
- $4,920,315
- Net increase / (decrease)
- $4,986,407
Coverage
- Total reported participants
- 2,700
- Plans with financial statements
- 18
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Palm City, 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 |
|---|---|---|---|
| Armellini Express Lines, Inc. And Subsidiaries Profit Sharing Plan | Armellini Express Lines, Inc. | $21,678,349 | 2023 |
| Harbour Ridge 401(K) Plan | Harbour Ridge Yacht And Country Club, Inc. | $9,206,218 | 2023 |
| Stryker Electrical Contracting, Inc., 401(K) Profit Sharing Plan | Stryker Electrical Contracting, LLC | $4,131,523 | 2023 |
| Coastal Rec Ventures Inc. Retirement Plan | Coastal Rec Ventures Inc. | $2,477,233 | 2023 |
| Educator Solutions 401(K) Plan | Esi Technical Co. Dba Educator Solutions Inc | $2,410,035 | 2023 |
| Five Oceans Florida, Inc. Retirement Plan | Five Oceans Florida, Inc. | $1,696,776 | 2023 |
| Knjem Retirement Plan | Knjem, Inc. | $211,576 | 2023 |
| C Life, Inc. 401(K) Plan | C Life, Inc. | $179,883 | 2023 |
| Get It Clean, Inc. 401(K) Profit Sharing Plan | Get It Clean, Inc. | $172,511 | 2023 |
| Chapel Road Properties Inc. Retirement Plan | Chapel Road Properties Inc. | $167,338 | 2023 |
| Bioserene, Inc. 401(K) Plan | Bioserene, Inc. | $96,647 | 2023 |
| Bellavista - Total Home Care Services, Inc. 401(K) Plan | Bellavista - Total Home Care Services, Inc. | $95,998 | 2023 |
| Gjertsen Enterprises Corporation 401(K) Profit Sharing Plan | Gjertsen Enterprises Corporation | $56,652 | 2023 |
| Howl Enterprises, Inc. 401k Profit Sharing Plan | Howl Enterprises, Inc. | $4,617 | 2023 |
| Ed Gatto, Inc. Profit Sharing Plan | Ed Gatto, Inc. | $698 | 2023 |
| Motorsports Of Melbourne Inc. 401(K) Plan | Motorsports Of Melbourne Inc. | $0 | 2023 |
| Yolo Brands 401k Trust | Yolo Brands Inc. | $0 | 2023 |
| Five Oceans Florida, Inc. Employee Stock Ownership Plan | Five Oceans Florida, Inc. | $0 | 2023 |
| Fernlea Nurseries Welfare Benefits Plan | Fernlea Nurseries | not reported in the loaded dataset | 2023 |
| Harbour Ridge Yacht & Country Club , Inc. Health And Welfare Plan | Harbour Ridge Yacht & Country Club, Inc. | not reported in the loaded dataset | 2023 |
| International Wholesale Tile, LLC Employee Welfare Benefits Plan | International Wholesale Tile, LLC | not reported in the loaded dataset | 2023 |
| Armellini Express Lines, Inc. Employee Benefit Plan | Armellini Express Lines, Inc. | not reported in the loaded dataset | 2023 |
| Educator Solutions Inc Health And Welfare Plan | Educator Solutions Inc | not reported in the loaded dataset | 2023 |
| Centerline Utilities, Inc. Health And Welfare Plan | Centerline Utilities, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Palm City → · Palm City plans by participants → · Palm City plans with financial data → · Palm City plans with provider compensation → · $1B+ plans in Palm City →
Related Form 5500 pages
- All FL Form 5500 filings
- Armellini Express Lines, Inc. And Subsidiaries Profit Sharing Plan (plan 001)
- Armellini Express Lines, Inc. — all reported plans
- Harbour Ridge 401(K) Plan (plan 001)
- Harbour Ridge Yacht And Country Club, Inc. — all reported plans
- Stryker Electrical Contracting, Inc., 401(K) Profit Sharing Plan (plan 001)
- Stryker Electrical Contracting, LLC — all reported plans
- Coastal Rec Ventures Inc. Retirement Plan (plan 001)
- Coastal Rec Ventures Inc. — all reported plans
- Educator Solutions 401(K) Plan (plan 001)
- Esi Technical Co. Dba Educator Solutions Inc — all reported plans
- Five Oceans Florida, Inc. Retirement Plan (plan 001)
- Five Oceans Florida, Inc. — all reported plans
- Knjem Retirement Plan (plan 001)
- Knjem, Inc. — all reported plans
- C Life, Inc. 401(K) Plan (plan 001)
- C Life, Inc. — all reported plans
- Get It Clean, Inc. 401(K) Profit Sharing Plan (plan 001)
- Get It Clean, Inc. — all reported plans
- Chapel Road Properties Inc. Retirement Plan (plan 001)
- Chapel Road Properties Inc. — all reported plans
- Bioserene, Inc. 401(K) Plan (plan 001)
- Bioserene, Inc. — all reported plans
- Bellavista - Total Home Care Services, Inc. 401(K) Plan (plan 001)
- Bellavista - Total Home Care Services, Inc. — all reported plans
- Gjertsen Enterprises Corporation 401(K) Profit Sharing Plan (plan 001)
- Gjertsen Enterprises Corporation — all reported plans
- Howl Enterprises, Inc. 401k Profit Sharing Plan (plan 001)
- Howl Enterprises, Inc. — all reported plans
- Ed Gatto, Inc. Profit Sharing Plan (plan 001)
- Ed Gatto, Inc. — all reported plans
- Methodology
- Data sources