Ponte Vedra, 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, Ponte Vedra, FL has 16 loaded benefit plan(s) reported by 15 plan sponsor(s), with $20,454,907 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 16
- Plan sponsors
- 15
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $20,454,907
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $20,454,907
Contributions & income
- Employer contributions
- $2,255,457
- Participant contributions
- $4,533,928
- Total income / additions
- $11,136,503
Expenses & distributions
- Benefits paid / distributions
- $1,325,720
- Total expenses
- $1,393,185
- Net increase / (decrease)
- $9,743,318
Coverage
- Total reported participants
- 1,043
- Plans with financial statements
- 14
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ponte Vedra, 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 |
|---|---|---|---|
| Treace Medical Concepts 401(K) Retirement Savings Plan | Treace Medical Concepts Inc | $15,370,649 | 2023 |
| First Coast Kids, Inc. Retirement Plan | First Coast Kids, Inc. | $1,612,577 | 2023 |
| K9s For Warriors | K9s For Warriors Inc. | $1,567,516 | 2023 |
| Social Gaming Inc 401(K) Plan | Social Gaming Inc | $451,760 | 2023 |
| Jo & Tb Enterprises, Inc. 401(K) Profit Sharing Plan | Jo & Tb Enterprises, Inc. | $387,809 | 2023 |
| Nk Roofing Corporation 401k Profit Sharing Plan | Nk Roofing Corporation | $340,292 | 2023 |
| Suncaster Pool Services Inc. 401(K) Plan | Suncaster Pool Services Inc. | $253,852 | 2023 |
| Bauer Family Enterprises, Inc. 401(K) Plan | Bauer Family Enterprises, Inc. | $173,379 | 2023 |
| Sunshine Ninja Corp. 401(K) Profit Sharing Plan | Sunshine Ninja Corp. | $147,001 | 2023 |
| Destino Kids Corp. 401(K) Profit Sharing Plan | Destino Kids Corp. | $111,978 | 2023 |
| T&R I Am Enterprises Inc. 401(K) Plan | T&R I Am Enterprises Inc. | $23,011 | 2023 |
| Essentials Massage And Facial Jacksonville, Inc. 401(K) Plan | Essentials Massage And Facial Jacksonville, Inc. | $10,981 | 2023 |
| Bourassa Co. 401(K) Plan | Bourassa Co. | $4,102 | 2023 |
| Dempsey Road Co. Retirement Plan | Dempsey Road Co. | $0 | 2023 |
| K9s For Warriors Inc. Welfare Benefit Plan | K9s For Warriors Inc. | not reported in the loaded dataset | 2023 |
| Southern Table Hospitality Welfare Benefit Plan | Southern Table Hospitality | not reported in the loaded dataset | 2023 |
Largest plans in Ponte Vedra → · Ponte Vedra plans by participants → · Ponte Vedra plans with financial data → · Ponte Vedra plans with provider compensation → · $1B+ plans in Ponte Vedra →
Related Form 5500 pages
- All FL Form 5500 filings
- Treace Medical Concepts 401(K) Retirement Savings Plan (plan 001)
- Treace Medical Concepts Inc — all reported plans
- First Coast Kids, Inc. Retirement Plan (plan 001)
- First Coast Kids, Inc. — all reported plans
- K9s For Warriors (plan 003)
- K9s For Warriors Inc. — all reported plans
- Social Gaming Inc 401(K) Plan (plan 001)
- Social Gaming Inc — all reported plans
- Jo & Tb Enterprises, Inc. 401(K) Profit Sharing Plan (plan 001)
- Jo & Tb Enterprises, Inc. — all reported plans
- Nk Roofing Corporation 401k Profit Sharing Plan (plan 001)
- Nk Roofing Corporation — all reported plans
- Suncaster Pool Services Inc. 401(K) Plan (plan 001)
- Suncaster Pool Services Inc. — all reported plans
- Bauer Family Enterprises, Inc. 401(K) Plan (plan 001)
- Bauer Family Enterprises, Inc. — all reported plans
- Sunshine Ninja Corp. 401(K) Profit Sharing Plan (plan 001)
- Sunshine Ninja Corp. — all reported plans
- Destino Kids Corp. 401(K) Profit Sharing Plan (plan 001)
- Destino Kids Corp. — all reported plans
- T&R I Am Enterprises Inc. 401(K) Plan (plan 001)
- T&R I Am Enterprises Inc. — all reported plans
- Essentials Massage And Facial Jacksonville, Inc. 401(K) Plan (plan 001)
- Essentials Massage And Facial Jacksonville, Inc. — all reported plans
- Bourassa Co. 401(K) Plan (plan 001)
- Bourassa Co. — all reported plans
- Dempsey Road Co. Retirement Plan (plan 001)
- Dempsey Road Co. — all reported plans
- K9s For Warriors Inc. Welfare Benefit Plan (plan 501)
- Methodology
- Data sources