Plan5500

Sunny Isle 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, Sunny Isle Beach, FL has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $961,530 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 Sunny Isle Beach

  • 1 loaded plans hold $961.5K in reported assets across 1 sponsors.
  • The largest, Peter Scerbo Dmd Pa 401(K) Profit Sharing Plan, holds 100% of reported Sunny Isle Beach plan assets.
  • Plans cover 15 participants — about 15 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$959.4KSummed across loaded plans$959,372
Total reported assets$961.5K$961,530
Total reported participants15
Total reported liabilities$2.2K$2,158

Reported net position

Reported assets = net assets + liabilities (summed)$961.5K total assets
Net assets$959.4KLiabilities$2.2K
Contributions & income
Employer contributions$7.1K
Participant contributions$27.4K
Total income / additions$351.6K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$402
Net increase / (decrease)$351.2K

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 Sunny Isle 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

Sunny Isle Beach market comparison

Largest plan share of assets100%Peter Scerbo Dmd Pa 401(K) Profit Sharing Plan
Participants per plan15Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Sunny Isle Beach

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

  1. 1
    Peter Scerbo Dmd Pa 401(K) Profit Sharing Plan$961.5K
    Peter Scerbo, Dmd, Pa · 2023

Largest plans in Sunny Isle Beach → · Sunny Isle Beach plans by participants → · Sunny Isle Beach plans with financial data → · Sunny Isle Beach plans with provider compensation → · $1B+ plans in Sunny Isle Beach →

What to inspect next

Frequently asked questions

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

Related Form 5500 pages