Plan5500

Port Richey, 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, Port Richey, FL has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $12,664,405 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
6
Latest filing year
2023

What stands out in Port Richey

  • 7 loaded plans hold $12.7M in reported assets across 6 sponsors.
  • The largest, Seaway Plastics Engineering, LLC Profit Sharing Plan, holds 71% of reported Port Richey plan assets.
  • Plans cover 1,043 participants — about 149 per plan.
  • 57% of loaded plans report full Schedule H/I financial statements.
  • 14% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.7MSummed across loaded plans$12,654,330
Total reported assets$12.7M$12,664,405
Total reported participants1K1,043
Total reported liabilities$10.1K$10,075

Reported net position

Reported assets = net assets + liabilities (summed)$12.7M total assets
Net assets$12.7MLiabilities$10.1K
Contributions & income
Employer contributions$324.8K
Participant contributions$637.3K
Total income / additions$2.9M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.5M
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements4 / 7 (57%)
Plans with provider compensation1 / 7 (14%)

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

Port Richey market comparison

Largest plan share of assets71%Seaway Plastics Engineering, LLC Profit Sharing Plan
Participants per plan149Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Port Richey

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

  1. 1
    Seaway Plastics Engineering, LLC Profit Sharing Plan$9M
    Seaway Plastics Engineering, LLC · 2023
  2. 2
    Rajesh B Dave Md Pa 401(K) Profit Sharing Plan & Trust$2M
    Rajesh B Dave Md Pa · 2023
  3. 3
    Robert L. Goluba, Dmd, Pa Profit Sharing Plan$1M
    Robert L. Goluba, Dmd, Pa · 2023
  4. 4
    Fdl Investments, Inc. 401(K) Plan$664.2K
    Fdl Investments, Inc. · 2023
  5. 5
    S M S Do Pa Health & Welfare Plannot reported in the loaded dataset
    S M S Do Pa · 2023
  6. 6
    Progressive Air Systems, Inc. Benefit & Welfare Plannot reported in the loaded dataset
    Progressive Air Systems, Inc. · 2023
  7. 7
    Seaway Plastics Engineering LLC Health And Welfare Plannot reported in the loaded dataset
    Seaway Plastics Engineering LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Port Richey, FL?
7 plan(s) reported by 6 sponsor(s) are loaded for Port Richey, FL.

Related Form 5500 pages