Plan5500

St. Pete Beach, 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. Pete Beach, FL has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $4,722,818 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 St. Pete Beach

  • 1 loaded plans hold $4.7M in reported assets across 1 sponsors.
  • The largest, Tradewinds Employees Savings Opportunity Plan, holds 100% of reported St. Pete Beach plan assets.
  • Plans cover 432 participants — about 432 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.7MSummed across loaded plans$4,722,818
Total reported assets$4.7M$4,722,818
Total reported participants432
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.7M total assets
Net assets$4.7MLiabilities$0
Contributions & income
Employer contributions$1.8K
Participant contributions$6.3K
Total income / additions$1.4M
Expenses & distributions
Benefits paid / distributions$5.2M
Total expenses$5.3M
Net increase / (decrease)-$3.9M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for St. Pete Beach, 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. Pete Beach market comparison

Largest plan share of assets100%Tradewinds Employees Savings Opportunity Plan
Participants per plan432Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in St. Pete Beach

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

  1. 1
    Tradewinds Employees Savings Opportunity Plan$4.7M
    Gulf Hospitality Management, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages