Plan5500

Safety Harbor, 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, Safety Harbor, FL has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $4,471,132 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Safety Harbor

  • 5 loaded plans hold $4.5M in reported assets across 5 sponsors.
  • The largest, Jacobsen Homes 401(K) Plan, holds 85% of reported Safety Harbor plan assets.
  • Plans cover 235 participants — about 47 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.5MSummed across loaded plans$4,471,132
Total reported assets$4.5M$4,471,132
Total reported participants235
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.5M total assets
Net assets$4.5MLiabilities$0
Contributions & income
Employer contributions$38.3K
Participant contributions$267.2K
Total income / additions$824.8K
Expenses & distributions
Benefits paid / distributions$490.4K
Total expenses$554.1K
Net increase / (decrease)$270.7K

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation1 / 5 (20%)

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

Safety Harbor market comparison

Largest plan share of assets85%Jacobsen Homes 401(K) Plan
Participants per plan47Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Safety Harbor

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

  1. 1
    Jacobsen Homes 401(K) Plan$3.8M
    Jacobsen Manufacturing, Inc. · 2023
  2. 2
    Mjj Enterprises Inc. Retirement Plan$655K
    Mjj Enterprises Inc. · 2023
  3. 3
    Shock International Holdings, Inc. 401(K) Plan$12.7K
    Shock International Holdings, Inc. · 2023
  4. 4
    Perfect Fit Holdings Inc 401(K) Plan$179
    Perfect Fit Holdings Inc · 2023
  5. 5
    Wilson Risk Management Inc 401(K) Plan$0
    Wilson Risk Management Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Safety Harbor, FL?
5 plan(s) reported by 5 sponsor(s) are loaded for Safety Harbor, FL.

Related Form 5500 pages