Plan5500

Yulee, 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, Yulee, FL has 11 loaded benefit plan(s) reported by 11 plan sponsor(s), with $6,862,138 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
11
Latest filing year
2023

What stands out in Yulee

  • 11 loaded plans hold $6.9M in reported assets across 11 sponsors.
  • The largest, Science Interactive Group LLC 401(K) Plan, holds 31% of reported Yulee plan assets.
  • Plans cover 461 participants — about 42 per plan.
  • 82% of loaded plans report full Schedule H/I financial statements.
  • 9% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.9MSummed across loaded plans$6,862,113
Total reported assets$6.9M$6,862,138
Total reported participants461
Total reported liabilities$25

Reported net position

Reported assets = net assets + liabilities (summed)$6.9M total assets
Net assets$6.9MLiabilities$25
Contributions & income
Employer contributions$317.5K
Participant contributions$507.8K
Total income / additions$2.3M
Expenses & distributions
Benefits paid / distributions$333.4K
Total expenses$345.9K
Net increase / (decrease)$2M

Data coverage

Plans with financial statements9 / 11 (82%)
Plans with provider compensation1 / 11 (9%)

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

Yulee market comparison

Largest plan share of assets31%Science Interactive Group LLC 401(K) Plan
Participants per plan42Average across loaded plans
Plan sponsors11
Ranked by reported assets

Largest loaded plans in Yulee

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

  1. 1
    Science Interactive Group LLC 401(K) Plan$2.1M
    Science Interactive Group LLC · 2023
  2. 2
    Springer Controls Company Inc. 401(K) Profit Sharing Plan And Trust$1.8M
    Springer Controls Company, Inc. · 2023
  3. 3
    Rosenblad Design Group, Inc. 401(K) Plan$1.6M
    Rosenblad Design Group, Inc. · 2023
  4. 4
    Gayle Ali Ventures, Inc. 401k Profit Sharing Plan$497K
    Gayle Ali Ventures, Inc. · 2023
  5. 5
    Visceral Technologies LLC 401(K) Profit Sharing Plan & Trust$285.3K
    Visceral Technologies LLC · 2023
  6. 6
    Prometheus Retirement Plan$172.7K
    Prometheus Clubs, Inc · 2023
  7. 7
    De Boer Group Retirement Plan$119.5K
    De Boer Group, Inc. · 2023
  8. 8
    Seatdrop Inc 401(K) Plan$112.5K
    Seatdrop Inc · 2023
  9. 9
    Adam Hanneman Home Inspection Inc. Retirement Plan$91K
    Adam Hanneman Home Inspection Inc. · 2023
  10. 10
    White Oak Conservation Holdings, LLC Employee Benefits Plannot reported in the loaded dataset
    White Oak Conservation Holdings, LLC · 2023
  11. 11
    Starting Point Behavioral Healthcarenot reported in the loaded dataset
    Starting Point Behavioral Healthcare · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Yulee, FL?
11 plan(s) reported by 11 sponsor(s) are loaded for Yulee, FL.

Related Form 5500 pages