Plan5500

Palm Coast, 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 Coast, FL has 13 loaded benefit plan(s) reported by 12 plan sponsor(s), with $39,258,111 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
12
Latest filing year
2023

What stands out in Palm Coast

  • 13 loaded plans hold $39.3M in reported assets across 12 sponsors.
  • The largest, Coastal Cloud 401(K) Plan, holds 78% of reported Palm Coast plan assets.
  • Plans cover 1,182 participants — about 91 per plan.
  • 92% of loaded plans report full Schedule H/I financial statements.
  • 8% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$39.3MSummed across loaded plans$39,258,111
Total reported assets$39.3M$39,258,111
Total reported participants1.2K1,182
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$39.3M total assets
Net assets$39.3MLiabilities$0
Contributions & income
Employer contributions$1.9M
Participant contributions$4.5M
Total income / additions$14.2M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.3M
Net increase / (decrease)$12.9M

Data coverage

Plans with financial statements12 / 13 (92%)
Plans with provider compensation1 / 13 (8%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Palm Coast, 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 Coast market comparison

Largest plan share of assets78%Coastal Cloud 401(K) Plan
Participants per plan91Average across loaded plans
Plan sponsors12
Ranked by reported assets

Largest loaded plans in Palm Coast

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

  1. 1
    Coastal Cloud 401(K) Plan$30.7M
    Coastal Cloud, LLC · 2023
  2. 2
    Flagler Dental Associates 401(K) Plan$3.7M
    Flagler Dental Associates · 2023
  3. 3
    Intracoastal Bank Employee Stock Ownership Plan$2.6M
    Intracoastal Bancorp · 2023
  4. 4
    Hudanish Family Business Inc. 401(K) Plan$941.3K
    Hudanish Family Business Inc. · 2023
  5. 5
    Sanavera Inc. 401(K) Plan$499.8K
    Sanavera Inc. · 2023
  6. 6
    Pine Valley, Inc. 401(K) Plan$381K
    Pine Valley, Inc. · 2023
  7. 7
    Clan Mcalister Inc. Retirement Plan$164.3K
    Clan Mcalister Inc. · 2023
  8. 8
    Jbm Financial Group Retirement Plan$138.5K
    Jbm Financial Group, Inc. · 2023
  9. 9
    Rosnyk Inc. 401(K) Plan$115.9K
    Rosnyk Inc. · 2023
  10. 10
    Beebe Enterprises, Inc. Retirement Plan$63.2K
    Beebe Enterprises, Inc. · 2023
  11. 11
    Yes Way, Inc. 401(K) Plan$36.4K
    Yes Way, Inc. · 2023
  12. 12
    Mdt Diversified Holdings, Inc. Retirement Plan$0
    Mdt Diversified Holdings, Inc. · 2023
  13. 13
    Coastal Cloud Employee Health Plannot reported in the loaded dataset
    Coastal Cloud · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Palm Coast, FL?
13 plan(s) reported by 12 sponsor(s) are loaded for Palm Coast, FL.

Related Form 5500 pages