Plan5500

Sebastian, 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, Sebastian, FL has 8 loaded benefit plan(s) reported by 8 plan sponsor(s), with $4,852,003 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 Sebastian

  • 8 loaded plans hold $4.9M in reported assets across 8 sponsors.
  • The largest, Employee Stock Ownership Plan And Trust For The Employees Of Macho Products, Inc., holds 68% of reported Sebastian plan assets.
  • Plans cover 72 participants — about 9 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$4.4MSummed across loaded plans$4,400,095
Total reported assets$4.9M$4,852,003
Total reported participants72
Total reported liabilities$451.9K$451,908

Reported net position

Reported assets = net assets + liabilities (summed)$4.9M total assets
Net assets$4.4MLiabilities$451.9K
Contributions & income
Employer contributions$335.5K
Participant contributions$30K
Total income / additions$997.6K
Expenses & distributions
Benefits paid / distributions$617.1K
Total expenses$623.9K
Net increase / (decrease)$373.7K

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 Sebastian, 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

Sebastian market comparison

Largest plan share of assets68%Employee Stock Ownership Plan And Trust For The Employees Of Macho Products, Inc.
Participants per plan9Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Sebastian

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

  1. 1
    Employee Stock Ownership Plan And Trust For The Employees Of Macho Products, Inc.$3.3M
    Macho Products, Inc. · 2023
  2. 2
    Mark A. Peterson, D.M.D., P.A. Profit Sharing Plan And Trust$748.3K
    Mark A. Peterson, D.M.D., P.A. · 2023
  3. 3
    Wabasso Beach & Surf Zone, Inc. Retirement Plan$287K
    Wabasso Beach & Surf Zone, Inc. · 2023
  4. 4
    Snl Corporation Profit Sharing Plan And Trust$251.4K
    Snl Corporation · 2023
  5. 5
    Chapter Two Ventures, Inc. 401(K) Profit Sharing Plan$173.7K
    Chapter Two Ventures, Inc. · 2023
  6. 6
    Thornton'S Cleaning Company 401(K) Plan$67.9K
    Thornton'S Cleaning Company · 2023
  7. 7
    D Squared Advisors, Inc. Retirement Plan$44.9K
    D Squared Advisors, Inc. · 2023
  8. 8
    Pletzer Mechanical Group Inc 401(K) Plan$0
    Pletzer Mechanical Group Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages