Plan5500

Shalimar, 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, Shalimar, FL has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $1,528,184 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Shalimar

  • 3 loaded plans hold $1.5M in reported assets across 3 sponsors.
  • The largest, The Alan W. Raetz Solo 401k Plan, holds 53% of reported Shalimar plan assets.
  • Plans cover 4 participants — about 1 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$1.5MSummed across loaded plans$1,528,184
Total reported assets$1.5M$1,528,184
Total reported participants4
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.5M total assets
Net assets$1.5MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$43.1K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$25
Net increase / (decrease)-$43.1K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Shalimar market comparison

Largest plan share of assets53%The Alan W. Raetz Solo 401k Plan
Participants per plan1Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Shalimar

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

  1. 1
    The Alan W. Raetz Solo 401k Plan$813.2K
    Gcp Invoicing · 2023
  2. 2
    Emerald Coast Commercial Properties, Inc. Profit Sharing Plan$634K
    Emerald Coast Commercial Properties, Inc. · 2023
  3. 3
    Meng78 Corporation Profit Sharing Plan$81K
    Meng78 Corporation · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Shalimar, FL?
3 plan(s) reported by 3 sponsor(s) are loaded for Shalimar, FL.

Related Form 5500 pages