Panama 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, Panama City, FL has 38 loaded benefit plan(s) reported by 24 plan sponsor(s), with $213,291,133 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
38
Plan sponsors
24
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$213,291,133
Total reported liabilities (EOY)
$3,944,619
Total reported net assets (EOY)
$209,346,514

Contributions & income

Employer contributions
$15,279,026
Participant contributions
$16,982,835
Total income / additions
$61,417,782

Expenses & distributions

Benefits paid / distributions
$23,952,372
Total expenses
$26,105,971
Net increase / (decrease)
$35,311,811

Coverage

Total reported participants
10,625
Plans with financial statements
24
Plans with provider compensation
11

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Panama 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

Largest loaded plans in Panama City, FL
PlanSponsorReported assets (EOY)Year
Berg Pipe 401(K) Incentive Savings & Retirement PlanBerg Europipe Holding Corp.$50,018,4402023
Tyndall Federal Credit Union 401(K) PlanTyndall Federal Credit Union$27,006,4912023
Nova Technologies Cba PlanNova Technologies, An Employee Owned Engineering Company$26,077,4832023
Eastern Shipbuilding Group, Inc. 401(K) PlanEastern Shipbuilding Group, Inc.$19,845,6942023
Peoples First Properties Retirement Savings PlanPeoples First Properties, Inc.$18,054,1192023
403(B) Thrift Plan Of Pancare Of Florida, Inc.Pancare Of Florida, Inc.$12,582,3312023
Jensen Usa, Inc. 401(K) PlanJensen U.S.A.$12,274,0532023
Dermatology Solutions Group, LLC 401(K) PlanDermatology Solutions Group, LLC$10,556,0442023
Early Education And Care, Inc. 401k Profit Sharing PlanEarly Education And Care, Inc.$6,946,1252023
Emerald Coast Recycling, Inc. 401(K) PlanEmerald Coast Recycling, Inc.$5,812,9232023
Rex E. Harrison, Dmd, Pa Profit Sharing PlanRex E. Harrison, Dmd, Pa$4,361,9082023
Life Management Center Of Northwest Florida, Inc. Money Accumulation Pension Plan And TrustLife Management Center Of Northwest Florida, Inc.$4,298,6832023
Tipton, Marler, Garner & Chastain 401(K) PlanTipton, Marler, Garner & Chastain$3,997,5822023
Life Management Center Of Northwest Florida, Inc. 403(B) PlanLife Management Center Of Northwest Florida, Inc.$3,908,9912023
Peaden 401(K) PlanPeaden$1,891,3222023
Hall Septic Tank Service, Inc. 401(K) Profit Sharing PlanHall Septic Tank Service, Inc.$1,529,5012023
Peoples First Properties Section 125 PlanPeoples First Properties, Inc.$1,307,4662023
E. Jacob, M.D., P.A. Profit Sharing TrustE. Jacob, M.D., P.A.$796,2482023
Lre Holdings Inc 401k TrustLre Holdings Inc$786,6522023
Ortega Pulmonary Associates, P.A. Profit Sharing TrustOrtega Pulmonary Associates, P.A.$672,1612023
C & J Bryant Investments Corp 401(K) PlanC & J Bryant Investments Corp$373,5882023
Mjck Inc. 401(K) PlanMjck Inc.$179,7372023
Eurybia Corporation Retirement PlanEurybia Corporation$13,4482023
Cartridge World Of Panama City, Inc. 401(K) PlanCartridge World Of Panama City, Inc.$1432023
Eastern Shipbuilding Group, Inc. Employee Benefit PlanEastern Shipbuilding Group, Inc.not reported in the loaded dataset2023

Related Form 5500 pages