Plan5500

Saint Johns, 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, Saint Johns, FL has 13 loaded benefit plan(s) reported by 13 plan sponsor(s), with $4,730,608 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
13
Latest filing year
2023

What stands out in Saint Johns

  • 13 loaded plans hold $4.7M in reported assets across 13 sponsors.
  • The largest, Willaine Enterprises, Inc. 401(K) Profit Sharing Plan, holds 24% of reported Saint Johns plan assets.
  • Plans cover 57 participants — about 4 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$4.7MSummed across loaded plans$4,730,608
Total reported assets$4.7M$4,730,608
Total reported participants57
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.7M total assets
Net assets$4.7MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$2K
Total income / additions$602.5K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$5K
Net increase / (decrease)$597.5K

Data coverage

Plans with financial statements13 / 13 (100%)
Plans with provider compensation0 / 13 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Saint Johns, 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

Saint Johns market comparison

Largest plan share of assets24%Willaine Enterprises, Inc. 401(K) Profit Sharing Plan
Participants per plan4Average across loaded plans
Plan sponsors13
Ranked by reported assets

Largest loaded plans in Saint Johns

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

  1. 1
    Willaine Enterprises, Inc. 401(K) Profit Sharing Plan$1.1M
    Willaine Enterprises, Inc. · 2023
  2. 2
    Polidan Retirement Plan$849.9K
    Polidan, Inc. · 2023
  3. 3
    Steineyshine Systems, Inc. 401(K) Profit Sharing Plan$595.8K
    Steineyshine Systems, Inc. · 2023
  4. 4
    Madison Restoration Group Inc. Retirement Plan$480K
    Madison Restoration Group Inc. · 2023
  5. 5
    K&B Jax Enterprises, Inc. Retirement Plan$470.6K
    K&B Jax Enterprises, Inc. · 2023
  6. 6
    Valerian Group Corp. Profit Sharing Plan$425.1K
    Valerian Group Corp. · 2023
  7. 7
    Trips2win Inc 401(K) Plan$356.4K
    Trips2win Inc · 2023
  8. 8
    Rammms Corporation Retirement Plan$304.1K
    Rammms Corporation · 2023
  9. 9
    Modest Methods Inc. Retirement Plan$78K
    Modest Methods Inc. · 2023
  10. 10
    Adf Family Enterprises Inc. 401(K) Plan$20.6K
    Adf Family Enterprises Inc. · 2023
  11. 11
    Cuppa Rast, Inc. 401k Profit Sharing Plan$11.4K
    Cuppa Rast, Inc. · 2023
  12. 12
    Ajgj Corporation 401(K) Plan$0
    Ajgj Corporation · 2023
  13. 13
    A. O'Neill Enterprises Inc. Retirement Plan$0
    A. O'Neill Enterprises Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Saint Johns, FL?
13 plan(s) reported by 13 sponsor(s) are loaded for Saint Johns, FL.

Related Form 5500 pages