Palmetto 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, Palmetto Bay, FL has 8 loaded benefit plan(s) reported by 7 plan sponsor(s), with $60,058,569 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 8
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $60,058,569
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $60,058,569
Contributions & income
- Employer contributions
- $1,953,548
- Participant contributions
- $2,211,622
- Total income / additions
- $13,166,710
Expenses & distributions
- Benefits paid / distributions
- $9,495,382
- Total expenses
- $9,662,750
- Net increase / (decrease)
- $3,503,960
Coverage
- Total reported participants
- 1,250
- Plans with financial statements
- 6
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Palmetto 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Palmer Trinity School 403(B) Dc Plan | Palmer Trinity Private School, Inc. | $29,789,212 | 2023 |
| Bupa Worldwide Corporation 401(K) Plan | Bupa Worldwide Corporation | $22,113,311 | 2023 |
| Westminster Christian School 403(B) Plan | Westminster Christian School | $4,560,002 | 2023 |
| Stone And Associates Law Firm, P.A. 401(K) Retirement Plan | Stone And Associates Law Firm Pa | $1,848,897 | 2023 |
| Chr Consulting Services, Inc. | Chr Consulting Services, Inc. | $1,525,398 | 2023 |
| S & S Creamery'S Inc. 401(K) Plan | S & S Creamery'S Inc. | $221,749 | 2023 |
| Palmer Trinity Private School Employee Benefits Plan | Palmer Trinity Private School | not reported in the loaded dataset | 2023 |
| H Gregory Holdings Usa, Inc. Group Health Benefit Plan | H Gregory Holdings Usa, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Palmetto Bay → · Palmetto Bay plans by participants → · Palmetto Bay plans with financial data → · Palmetto Bay plans with provider compensation → · $1B+ plans in Palmetto Bay →
Related Form 5500 pages
- All FL Form 5500 filings
- Palmer Trinity School 403(B) Dc Plan (plan 001)
- Palmer Trinity Private School, Inc. — all reported plans
- Bupa Worldwide Corporation 401(K) Plan (plan 001)
- Bupa Worldwide Corporation — all reported plans
- Westminster Christian School 403(B) Plan (plan 001)
- Westminster Christian School — all reported plans
- Stone And Associates Law Firm, P.A. 401(K) Retirement Plan (plan 001)
- Stone And Associates Law Firm Pa — all reported plans
- Chr Consulting Services, Inc. (plan 001)
- Chr Consulting Services, Inc. — all reported plans
- S & S Creamery'S Inc. 401(K) Plan (plan 001)
- S & S Creamery'S Inc. — all reported plans
- Palmer Trinity Private School Employee Benefits Plan (plan 501)
- H Gregory Holdings Usa, Inc. Group Health Benefit Plan (plan 502)
- H Gregory Holdings Usa, Inc. — all reported plans
- Methodology
- Data sources