Plan5500

Royal Palm Beach, 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, Royal Palm Beach, FL has 8 loaded benefit plan(s) reported by 8 plan sponsor(s), with $5,932,862 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
8
Latest filing year
2023

What stands out in Royal Palm Beach

  • 8 loaded plans hold $5.9M in reported assets across 8 sponsors.
  • The largest, Wellington Imaging Associates 401(K) And Profit Sharing Plan, holds 54% of reported Royal Palm Beach plan assets.
  • Plans cover 166 participants — about 21 per plan.
  • 100% 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$5.9MSummed across loaded plans$5,932,862
Total reported assets$5.9M$5,932,862
Total reported participants166
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.9M total assets
Net assets$5.9MLiabilities$0
Contributions & income
Employer contributions$123.4K
Participant contributions$434.9K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$187.5K
Total expenses$204.7K
Net increase / (decrease)$965.6K

Data coverage

Plans with financial statements8 / 8 (100%)
Plans with provider compensation0 / 8 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Royal Palm Beach, 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

Royal Palm Beach market comparison

Largest plan share of assets54%Wellington Imaging Associates 401(K) And Profit Sharing Plan
Participants per plan21Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Royal Palm Beach

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

  1. 1
    Wellington Imaging Associates 401(K) And Profit Sharing Plan$3.2M
    Wellington Imaging Associates, P.A. · 2023
  2. 2
    The Zodiac Group 401(K) Plan$1.2M
    The Zodiac Group, Inc. · 2023
  3. 3
    Advanced Critical Care Emergen 401(K) Profit Sharing Plan & Trust$782.9K
    Advanced Critical Care Emergen · 2023
  4. 4
    Sb Group, Inc. 401(K) Plan$354.7K
    Sb Group, Inc. · 2023
  5. 5
    Fsmam Services Incorporated Retirement Plan$150.6K
    Fsmam Services Incorporated · 2023
  6. 6
    Danna'S Sub Shop Incorporated Retirement Plan$119.4K
    Danna'S Sub Shop Incorporated · 2023
  7. 7
    Slope 145 Corp 401(K) Plan$110.2K
    Slope 145 Corp · 2023
  8. 8
    Ralph & Zach Breads, Inc - Pension Transfer Trust Plan$41.2K
    Ralph & Zach Breads, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Royal Palm Beach, FL?
8 plan(s) reported by 8 sponsor(s) are loaded for Royal Palm Beach, FL.

Related Form 5500 pages