Plan5500

Santa Rosa 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, Santa Rosa Beach, FL has 8 loaded benefit plan(s) reported by 8 plan sponsor(s), with $4,649,686 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 Santa Rosa Beach

  • 8 loaded plans hold $4.6M in reported assets across 8 sponsors.
  • The largest, Holiday Properties, Inc. Profit Sharing Plan, holds 29% of reported Santa Rosa Beach plan assets.
  • Plans cover 23 participants — about 3 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$4.6MSummed across loaded plans$4,649,686
Total reported assets$4.6M$4,649,686
Total reported participants23
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.6M total assets
Net assets$4.6MLiabilities$0
Contributions & income
Employer contributions$71.6K
Participant contributions$283
Total income / additions-$145.9K
Expenses & distributions
Benefits paid / distributions$251.1K
Total expenses$251.3K
Net increase / (decrease)-$397.2K

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 Santa Rosa 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

Santa Rosa Beach market comparison

Largest plan share of assets29%Holiday Properties, Inc. Profit Sharing Plan
Participants per plan3Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Santa Rosa Beach

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

  1. 1
    Holiday Properties, Inc. Profit Sharing Plan$1.3M
    Holiday Properties, Inc. · 2023
  2. 2
    G. Gay Landreth, Pa Profit Sharing Plan$1M
    G. Gay Landreth, Pa · 2023
  3. 3
    Belae Incorporated Retirement Plan$734.7K
    Belae Incorporated · 2023
  4. 4
    Seaj Corporation Retirement Plan$592.8K
    Seaj Corporation · 2023
  5. 5
    Hart Ventures, Inc. Retirement Plan$347.2K
    Hart Ventures, Inc. · 2023
  6. 6
    Hugill & Associates Executive Search, Inc. 401k Profit Sharing Plan$290.1K
    Hugill & Associates Executive Search, Inc. · 2023
  7. 7
    Palm View Pet Co. Retirement Plan$225.9K
    Palm View Pet Co. · 2023
  8. 8
    Andreeff Equity Advisors, LLC 401(K) Profit Sharing Plan$80.6K
    Andreeff Equity Advisors, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages