Plan5500

Port Saint Lucie, 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 Saint Lucie, FL has 12 loaded benefit plan(s) reported by 12 plan sponsor(s), with $3,090,875 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
12
Latest filing year
2023

What stands out in Port Saint Lucie

  • 12 loaded plans hold $3.1M in reported assets across 12 sponsors.
  • The largest, Rjm Gourmet Sandwiches Inc. 401(K) Plan, holds 24% of reported Port Saint Lucie plan assets.
  • Plans cover 194 participants — about 16 per plan.
  • 92% 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$3.1MSummed across loaded plans$3,090,875
Total reported assets$3.1M$3,090,875
Total reported participants194
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.1M total assets
Net assets$3.1MLiabilities$0
Contributions & income
Employer contributions$41.8K
Participant contributions$76.4K
Total income / additions$786.6K
Expenses & distributions
Benefits paid / distributions$59.1K
Total expenses$62.3K
Net increase / (decrease)$724.3K

Data coverage

Plans with financial statements11 / 12 (92%)
Plans with provider compensation0 / 12 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Port Saint Lucie, 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 Saint Lucie market comparison

Largest plan share of assets24%Rjm Gourmet Sandwiches Inc. 401(K) Plan
Participants per plan16Average across loaded plans
Plan sponsors12
Ranked by reported assets

Largest loaded plans in Port Saint Lucie

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

  1. 1
    Rjm Gourmet Sandwiches Inc. 401(K) Plan$750.4K
    Rjm Gourmet Sandwiches Inc. · 2023
  2. 2
    Lemon Wellness Systems Inc. Retirement Plan$634.6K
    Lemon Wellness Systems Inc. · 2023
  3. 3
    Behavior Basics Inc 401(K) Profit Sharing Plan & Trust$460K
    Behavior Basics Inc · 2023
  4. 4
    Fit & Fab Of Psl, Inc. 401(K) Profit Sharing Plan$399.7K
    Fit & Fab Of Psl, Inc. · 2023
  5. 5
    All American Signs And Graphics, Inc. 401(K) Plan$311.3K
    All American Signs And Graphics, Inc. · 2023
  6. 6
    East Coast Shears Inc. Retirement Plan$284K
    East Coast Shears Inc. · 2023
  7. 7
    Xd Coffee Inc. Retirement Plan$112K
    Xd Coffee Inc. · 2023
  8. 8
    New Life Pharmacy & Medical Supply, Inc. 401(K) Plan$73.8K
    New Life Pharmacy & Medical Supply, Inc. · 2023
  9. 9
    Farbrengen Equity Group, Inc. 401(K) Plan$45.1K
    Farbrengen Equity Group, Inc. · 2023
  10. 10
    Lmmonte, Inc. 401(K) Plan$19.5K
    Lmmonte, Inc · 2023
  11. 11
    Stes Retirement Plan$603
    Southeast Tower And Electrical Services, Inc. · 2023
  12. 12
    Remetronix Medical, LLC Health And Welfare Benefit Plannot reported in the loaded dataset
    Remetronix Medical, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Port Saint Lucie, FL?
12 plan(s) reported by 12 sponsor(s) are loaded for Port Saint Lucie, FL.

Related Form 5500 pages