Plan5500

Trinity, 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, Trinity, FL has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $1,404,232 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 Trinity

  • 3 loaded plans hold $1.4M in reported assets across 3 sponsors.
  • The largest, Self Storage Properties, Inc. Retirement Plan, holds 84% of reported Trinity plan assets.
  • Plans cover 11 participants — about 4 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$1.4MSummed across loaded plans$1,404,232
Total reported assets$1.4M$1,404,232
Total reported participants11
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.4M total assets
Net assets$1.4MLiabilities—
Contributions & income
Total income / additions$60.4K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$60.4K

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 Trinity, 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

Trinity market comparison

Largest plan share of assets84%Self Storage Properties, Inc. Retirement Plan
Participants per plan4Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Trinity

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

  1. 1
    Self Storage Properties, Inc. Retirement Plan$1.2M
    Self Storage Properties, Inc. · 2023
  2. 2
    Livjaxdan Inc 401(K) Plan$144K
    Livjaxdan Inc · 2023
  3. 3
    Tampa Bay Area Irrigation Corp. Retirement Plan$85.7K
    Tampa Bay Area Irrigation Corp. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages