Saint Petersburg, 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 Petersburg, FL has 37 loaded benefit plan(s) reported by 30 plan sponsor(s), with $19,883,157 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
37
Plan sponsors
30
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$19,883,157
Total reported liabilities (EOY)
$1,349,801
Total reported net assets (EOY)
$18,533,377

Contributions & income

Employer contributions
$91,857,148
Participant contributions
$42,914,440
Total income / additions
$142,659,374

Expenses & distributions

Benefits paid / distributions
$132,877,718
Total expenses
$136,248,247
Net increase / (decrease)
$6,411,127

Coverage

Total reported participants
31,924
Plans with financial statements
18
Plans with provider compensation
3

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

Largest loaded plans by reported assets

Largest loaded plans in Saint Petersburg, FL
PlanSponsorReported assets (EOY)Year
Cognitive Research Corporation 401(K) Profit Sharing Plan & TrustCognitive Research Corporation$4,077,5182023
Sfmb Management, LLC Cash Balance Pension PlanSfmb Management, LLC$3,453,7512023
Pinellas Medical Associates 401(K) PlanPinellas Medical Associates, Pa$3,032,5412023
Community Rehab Associates Retirement PlanCommunity Rehab Associates, Inc.$2,510,4442023
Engage Peo Health And Welfare PlanThe S2 Hr Solutions Group 1, LLC$2,288,0512023
Next Net Media LLC 401(K) Profit Sharing Plan & TrustNext Net Media LLC$1,203,0272023
Y-Not! By The Bay, Inc 401(K) PlanY-Not! By The Bay, Inc$1,167,1712023
Bayside Solutions, Inc. Employee Stock Ownership PlanBayside Solutions, Inc.$1,030,7222023
Pink Anchor Services, Inc 401(K) PlanPink Anchor Services, Inc$345,4742023
Coleman & Klymenko LLC 401(K) Profit Sharing Plan & TrustColeman & Klymenko LLC$243,3352023
The Claim Medics Inc. Retirement PlanThe Claim Medics Inc.$219,7792023
Expressive Escapades Inc. 401(K) PlanExpressive Escapades Inc.$175,2512023
Jmb Coaching, Inc. 401k Profit Sharing PlanJmb Coaching, Inc.$86,2282023
Unlocking Joy Inc. 401(K) PlanUnlocking Joy Inc.$30,2732023
Idlewild Burg, Inc. 401(K) Profit Sharing PlanIdlewild Burg, Inc.$13,9832023
Kovacs Enterprise Ii LLC 401(K) Profit Sharing Plan & TrustKovacs Enterprise Ii LLC$2,9782023
Secure Benefit Services Inc 401(K) Profit Sharing Plan & TrustSecure Benefit Services Inc$2,6312023
Warren Cycle Inc. Retirement PlanWarren Cycle Inc.$02023
Suncoast Center, Inc.Suncoast Center Inc.not reported in the loaded dataset2023
Bankers Financial Corporation Welfare Benefit PlanBankers Financial Corporationnot reported in the loaded dataset2023
Mahaffey Apartment Company Employee Benefit PlanMahaffey Apartment Companynot reported in the loaded dataset2023
Fiberglass Coatings, Inc. Benefit PlanFiberglass Coatings, Inc.not reported in the loaded dataset2023
America Ii Corp. Cafeteria PlanAmerica Ii Corp.not reported in the loaded dataset2023
United Insurance Management Welfare Benefits PlanUnited Insurance Managementnot reported in the loaded dataset2023
Life And Disability Plan For Legacy Employees Of Innovative Employer SolutionsThe S2 Hr Solutions Group 1, LLCnot reported in the loaded dataset2023

Related Form 5500 pages