Plan5500

South Daytona, 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, South Daytona, FL has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $499,776 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in South Daytona

  • 2 loaded plans hold $499.8K in reported assets across 2 sponsors.
  • The largest, Ridgeline Trails, Inc. Retirement Plan, holds 73% of reported South Daytona plan assets.
  • Plans cover 6 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$499.8KSummed across loaded plans$499,776
Total reported assets$499.8K$499,776
Total reported participants6
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$499.8K total assets
Net assets$499.8KLiabilities—
Contributions & income
Employer contributions$1K
Participant contributions$1.4K
Total income / additions-$145.1K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$50
Net increase / (decrease)-$145.2K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

South Daytona market comparison

Largest plan share of assets73%Ridgeline Trails, Inc. Retirement Plan
Participants per plan3Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in South Daytona

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

  1. 1
    Ridgeline Trails, Inc. Retirement Plan$366.8K
    Ridgeline Trails, Inc. · 2023
  2. 2
    Zicker Industries, Inc. 401(K) Profit Sharing Plan$133K
    Zicker Industries, Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for South Daytona, FL?
2 plan(s) reported by 2 sponsor(s) are loaded for South Daytona, FL.

Related Form 5500 pages