Plan5500

Pinecrest, 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, Pinecrest, FL has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $8,847,090 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Pinecrest

  • 4 loaded plans hold $8.8M in reported assets across 4 sponsors.
  • The largest, Prager, Simon & Associates, Llp Profit Sharing Plan, holds 96% of reported Pinecrest plan assets.
  • Plans cover 497 participants — about 124 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.8MSummed across loaded plans$8,847,090
Total reported assets$8.8M$8,847,090
Total reported participants497
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.8M total assets
Net assets$8.8MLiabilities$0
Contributions & income
Employer contributions$8.5K
Participant contributions$18.6K
Total income / additions$2.5M
Expenses & distributions
Benefits paid / distributions$525K
Total expenses$525.6K
Net increase / (decrease)$2M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation0 / 4 ()

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

Pinecrest market comparison

Largest plan share of assets96%Prager, Simon & Associates, Llp Profit Sharing Plan
Participants per plan124Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Pinecrest

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

  1. 1
    Prager, Simon & Associates, Llp Profit Sharing Plan$8.5M
    Prager, Simon & Associates, Llp · 2023
  2. 2
    Baur & Klein Pa 401(K) Profit Sharing Plan & Trust$368K
    Baur & Klein Pa · 2023
  3. 3
    Avanti Business Ventures, Inc. 401(K) Plan$1.3K
    Avanti Business Ventures, Inc. · 2023
  4. 4
    Gulliver Preparatory School Health And Welfare Benefit Plannot reported in the loaded dataset
    Gulliver Preparatory School · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Pinecrest, FL?
4 plan(s) reported by 4 sponsor(s) are loaded for Pinecrest, FL.

Related Form 5500 pages