Plan5500

Palm Harbor, 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 Harbor, FL has 23 loaded benefit plan(s) reported by 21 plan sponsor(s), with $30,447,007 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
23
Plan sponsors
21
Latest filing year
2023

What stands out in Palm Harbor

  • 23 loaded plans hold $30.4M in reported assets across 21 sponsors.
  • The largest, Geographic Solutions, Inc. 401(K) Plan And Trust, holds 58% of reported Palm Harbor plan assets.
  • Plans cover 2,044 participants — about 89 per plan.
  • 87% of loaded plans report full Schedule H/I financial statements.
  • 9% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$30.4MSummed across loaded plans$30,447,007
Total reported assets$30.4M$30,447,007
Total reported participants2K2,044
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$30.4M total assets
Net assets$30.4MLiabilities$0
Contributions & income
Employer contributions$516.4K
Participant contributions$2.8M
Total income / additions$7.8M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.5M
Net increase / (decrease)$6.3M

Data coverage

Plans with financial statements20 / 23 (87%)
Plans with provider compensation2 / 23 (9%)

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

Largest plan share of assets58%Geographic Solutions, Inc. 401(K) Plan And Trust
Participants per plan89Average across loaded plans
Plan sponsors21
Ranked by reported assets

Largest loaded plans in Palm Harbor

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

  1. 1
    Geographic Solutions, Inc. 401(K) Plan And Trust$17.6M
    Geographic Solutions, Inc. · 2023
  2. 2
    David Nelson Construction Co. 401k Profit Sharing Plan$6.9M
    David Nelson Construction Co. · 2023
  3. 3
    St. Mark Village, Inc. Retirement Plan$1.8M
    St. Mark Village, Inc. · 2023
  4. 4
    Craze Hills, Inc. 401(K) Plan$1M
    Craze Hills, Inc. · 2023
  5. 5
    Karlsburg Enterprise, Inc. 401(K) Plan$825K
    Karlsburg Enterprise, Inc. · 2023
  6. 6
    Maid In Pinellas, Inc. 401(K) Plan$691.8K
    Maid In Pinellas, Inc. · 2023
  7. 7
    Patrick'S Pool Service Inc. 401(K) Plan$429.1K
    Patrick'S Pool Service Inc. · 2023
  8. 8
    Central Park Restaurant Inc. 401(K) Plan$326K
    Central Park Restaurant Inc. · 2023
  9. 9
    F-C Allen Holdings, Inc. 401(K) Plan$286.2K
    F-C Allen Holdings, Inc. · 2023
  10. 10
    Sahay Family Care Services Inc. 401(K) Plan$198.3K
    Sahay Family Care Services Inc. · 2023
  11. 11
    Kaizen Global Endeavors Inc. Retirement Plan$106.5K
    Kaizen Global Endeavors Inc. · 2023
  12. 12
    Safe And Sound Senior Care Corporation 401(K) Profit Sharing Plan$99.3K
    Safe And Sound Senior Care Corporation · 2023
  13. 13
    Ldm 75, Inc. 401(K) Plan$88.2K
    Ldm 75, Inc. · 2023
  14. 14
    Possibilities At Home 401k Trust$47.3K
    Possibilities At Home Inc. · 2023
  15. 15
    Jlauda Esc 401k$46.2K
    J Lauda Estate Sales Corp. · 2023
  16. 16
    Suncoast Smoothies Inc. Retirement Plan$10K
    Suncoast Smoothies Inc. · 2023
  17. 17
    Houseman Enterprises, Inc. Retirement Plan$6.4K
    Houseman Enterprises, Inc. · 2023
  18. 18
    Slappy Feet, Inc. 401(K) Profit Sharing Plan$329
    Slappy Feet, Inc. · 2023
  19. 19
    The Violet Butterfly Metaphysical Healing Center, Inc. 401(K) Profit Sharing Plan$0
    The Violet Butterfly Metaphysical Healing Center, Inc. · 2023
  20. 20
    Grace Stone Corporation 401(K) Plan$0
    Grace Stone Corporation · 2023
  21. 21
    Geographic Solutions, Inc. Welfare Benefits Plannot reported in the loaded dataset
    Geographic Solutions, Inc. · 2023
  22. 22
    St. Mark Village, Inc. Welfare Benefit Plannot reported in the loaded dataset
    St. Mark Village, Inc. · 2023
  23. 23
    Vested Hr Solutions LLC Employee Benefits Plannot reported in the loaded dataset
    Vested Hr Solutions LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Palm Harbor, FL?
23 plan(s) reported by 21 sponsor(s) are loaded for Palm Harbor, FL.

Related Form 5500 pages