Siesta Key, 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, Siesta Key, FL has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $1,194,241 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Siesta Key

  • 1 loaded plans hold $1.2M in reported assets across 1 sponsors.
  • The largest, Blackburn Ranch, Inc. 401(K) Plan, holds 100% of reported Siesta Key plan assets.
  • Plans cover 3 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$1.2MSummed across loaded plans$1,194,241
Total reported assets$1.2M$1,194,241
Total reported participants3
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.2M total assets
Net assets$1.2MLiabilities
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$291
Net increase / (decrease)-$359.1K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Siesta Key market comparison

Largest plan share of assets100%Blackburn Ranch, Inc. 401(K) Plan
Participants per plan3Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Siesta Key

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

  1. 1
    Blackburn Ranch, Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Siesta Key, FL?
1 plan(s) reported by 1 sponsor(s) are loaded for Siesta Key, FL.

Related Form 5500 pages