St. Augustine, 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, St. Augustine, FL has 69 loaded benefit plan(s) reported by 58 plan sponsor(s), with $563,441,890 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
69
Plan sponsors
58
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$563,441,890
Total reported liabilities (EOY)
$356,863
Total reported net assets (EOY)
$563,085,027

Contributions & income

Employer contributions
$21,235,035
Participant contributions
$29,878,575
Total income / additions
$168,020,221

Expenses & distributions

Benefits paid / distributions
$48,669,651
Total expenses
$49,549,939
Net increase / (decrease)
$118,470,282

Coverage

Total reported participants
20,725
Plans with financial statements
51
Plans with provider compensation
11

Totals sum the latest loaded 2023 public Form 5500 filing per plan for St. Augustine, 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.

Largest loaded plans by reported assets

Largest loaded plans in St. Augustine, FL
PlanSponsorReported assets (EOY)Year
Flagler Hospital Money Accumulation Plan And TrustFlagler Hospital, Inc.$61,359,0942023
Collective Equity 401k TrustCollective Equity Inc.$49,000,0002023
Flagler Hospital Tax Sheltered Savings PlanFlagler Hospital, Inc.$39,214,8222023
Brown Jordan Inc. 401(K) PlanBrown Jordan Inc.$37,826,7562023
H.T.A. Cast Retirement PlanHistoric Tours Of America, Inc$16,413,4522023
Beaver Toyota 401(K) PlanBeaver Motors, Inc. Dba Beaver Toyota St. Augustine$9,415,0902023
Global Maritek Systems, Inc. 401(K) PlanGlobal Maritek Systems, Inc.$9,185,5022023
Lexes Associates, Inc. Retirement TrustLexes Associates, Inc.$8,700,3792023
Island Doctors 401(K) Profit Sharing PlanRoy Hinman, Md Dba Island Doctors$7,348,6962023
Dream Live Prosper 401(K) Profit Sharing PlanDlp Real Estate Capital, Inc.$7,334,3912023
Bozard Ford Company Employees' 401(K) Savings & Protection PlanBozard Ford Company$6,632,7332023
Fletcher Davis, LLC 401(K) Profit Sharing PlanFletcher Davis, LLC$1,837,4092023
Prp Logistics 401(K) PlanPrp Logistics LLC$1,378,4242023
Hideaway Trail At Coquina Pond, Inc. Retirement PlanHideaway Trail At Coquina Pond, Inc.$801,0292023
Rio Bravo I Inc. 401(K) PlanRio Bravo I Inc.$769,2552023
Avl Lux, Inc Retirement PlanAvl Lux, Inc$482,3632023
Rg Squared, Inc. Retirement PlanRg Squared, Inc.$404,8012023
Rgbc Enterprises Inc. Retirement PlanRgbc Enterprises Inc.$340,6312023
Magnolia Mountain Co. 401(K) PlanMagnolia Mountain Co.$339,2432023
Racy Point, Inc. Profit Sharing PlanRacy Point, Inc.$307,9782023
Stana, Inc. 401(K) PlanStana, Inc.$175,8982023
J. Juniper Investments, Inc. 401k Profit Sharing PlanJ. Juniper Investments, Inc.$171,4092023
True Potential Tdi, Inc. 401(K) Profit Sharing PlanTrue Potential Tdi, Inc.$131,4852023
Chrima Innovations Inc. Retirement PlanChrima Innovations Inc.$90,0002023
Rjr Management Services Corp 401(K) PlanRjr Management Services Corp$63,8552023

Related Form 5500 pages