Plan5500

Tequesta, 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, Tequesta, FL has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $2,213,000 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Tequesta

  • 3 loaded plans hold $2.2M in reported assets across 3 sponsors.
  • The largest, Virtual Hold Technology LLC 401(K) Profit Sharing Plan And Trust, holds 49% of reported Tequesta plan assets.
  • Plans cover 16 participants — about 5 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$2.2MSummed across loaded plans$2,213,000
Total reported assets$2.2M$2,213,000
Total reported participants16
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.2M total assets
Net assets$2.2MLiabilities$0
Contributions & income
Employer contributions$6.9K
Participant contributions$32.8K
Total income / additions$1.1M
Expenses & distributions
Benefits paid / distributions$73.8K
Total expenses$73.9K
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Tequesta market comparison

Largest plan share of assets49%Virtual Hold Technology LLC 401(K) Profit Sharing Plan And Trust
Participants per plan5Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Tequesta

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

  1. 1
    Virtual Hold Technology LLC 401(K) Profit Sharing Plan And Trust$1.1M
    Virtual Hold Technology LLC · 2023
  2. 2
    100% Chance Inc. Retirement Plan$906.1K
    100% Chance Inc. · 2023
  3. 3
    Mb Precision Ventures Inc. 401(K) Plan$221K
    Mb Precision Ventures Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Tequesta, FL?
3 plan(s) reported by 3 sponsor(s) are loaded for Tequesta, FL.

Related Form 5500 pages