Plan5500

St. Johns, 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. Johns, FL has 10 loaded benefit plan(s) reported by 10 plan sponsor(s), with $2,142,390 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
10
Latest filing year
2023

What stands out in St. Johns

  • 10 loaded plans hold $2.1M in reported assets across 10 sponsors.
  • The largest, Copair, Inc. 401(K) Profit Sharing Plan, holds 17% of reported St. Johns plan assets.
  • Plans cover 22 participants — about 2 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$2.1MSummed across loaded plans$2,142,390
Total reported assets$2.1M$2,142,390
Total reported participants22
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.1M total assets
Net assets$2.1MLiabilities$0
Contributions & income
Employer contributions$5K
Participant contributions$1.6K
Total income / additions-$113.5K
Expenses & distributions
Benefits paid / distributions$22.5K
Total expenses$22.6K
Net increase / (decrease)-$136.1K

Data coverage

Plans with financial statements10 / 10 (100%)
Plans with provider compensation0 / 10 ()

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

St. Johns market comparison

Largest plan share of assets17%Copair, Inc. 401(K) Profit Sharing Plan
Participants per plan2Average across loaded plans
Plan sponsors10
Ranked by reported assets

Largest loaded plans in St. Johns

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

  1. 1
    Copair, Inc. 401(K) Profit Sharing Plan$368.7K
    Copair, Inc. · 2023
  2. 2
    Porter Nexgen Holdings Inc. Retirement Plan$175K
    Porter Nexgen Holdings Inc. · 2023
  3. 3
    Sozo Aviation 401k$167.5K
    Sozo Aviation Inc. · 2023
  4. 4
    Khaki & Lace Incorporated 401(K) Profit Sharing Plan$138.6K
    Khaki & Lace Incorporated · 2023
  5. 5
    Glorious Training Group Inc. Retirement Plan$73K
    Glorious Training Group Inc. · 2023
  6. 6
    Roman Elc 401k$58.8K
    Roman Elc Investment, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for St. Johns, FL?
10 plan(s) reported by 10 sponsor(s) are loaded for St. Johns, FL.

Related Form 5500 pages