West Melbourne, 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, West Melbourne, FL has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $27,799,785 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$27,799,785
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$27,799,785

Contributions & income

Employer contributions
$1,214,702
Participant contributions
$2,888,155
Total income / additions
$8,579,035

Expenses & distributions

Benefits paid / distributions
$4,182,156
Total expenses
$4,244,000
Net increase / (decrease)
$4,335,035

Coverage

Total reported participants
1,278
Plans with financial statements
3
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for West Melbourne, 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.

Largest loaded plans by reported assets

Largest loaded plans in West Melbourne, FL
PlanSponsorReported assets (EOY)Year
The Brevard Health Alliance, Inc. 401(K) Profit Sharing PlanThe Brevard Health Alliance, Inc.$14,726,4672023
Bk Technologies, Inc Retirement Savings PlanBk Technologies, Inc$9,235,7042023
Peay'S Electric Ii, Inc. 401(K) PlanPeay'S Electric Ii, Inc.$3,837,6142023
Bk Technologies, Inc. Group Wrap PlanBk Technologies, Inc.not reported in the loaded dataset2023
Brevard Health Alliance Health And Welfare PlanBrevard Health Alliancenot reported in the loaded dataset2023

Related Form 5500 pages