Plan5500

Williston, 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, Williston, FL has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $13,848,511 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

What stands out in Williston

  • 5 loaded plans hold $13.8M in reported assets across 3 sponsors.
  • The largest, Monterey Boats Rewards Plan, holds 56% of reported Williston plan assets.
  • Plans cover 1,353 participants — about 271 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • 40% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$13.8MSummed across loaded plans$13,848,511
Total reported assets$13.8M$13,848,511
Total reported participants1.4K1,353
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$13.8M total assets
Net assets$13.8MLiabilities$0
Contributions & income
Employer contributions$370.9K
Participant contributions$1.2M
Total income / additions$4M
Expenses & distributions
Benefits paid / distributions$2.2M
Total expenses$2.3M
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation2 / 5 (40%)

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

Williston market comparison

Largest plan share of assets56%Monterey Boats Rewards Plan
Participants per plan271Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Williston

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

  1. 1
    Monterey Boats Rewards Plan$7.8M
    Seabring Marine Industries, Inc · 2023
  2. 2
    A & N Corporation 401k Profit Sharing Plan$6M
    A & N Corporation · 2023
  3. 3
    Jet Squared Inc. Retirement Plan$93.9K
    Jet Squared Inc. · 2023
  4. 4
    Ancorp Employee Benefit Plan Trust$5K
    A&N Corporation · 2023
  5. 5
    Seabring Marine Industries, Inc Employee Welfare Benefits Plannot reported in the loaded dataset
    Seabring Marine Industries, Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages