Plan5500

Saint Simons Island, GA 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, Saint Simons Island, GA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,136,836 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Saint Simons Island

  • 2 loaded plans hold $1.1M in reported assets across 2 sponsors.
  • The largest, Palm Coast Enterprises, Inc. Profit Sharing Plan, holds 60% of reported Saint Simons Island plan assets.
  • Plans cover 15 participants — about 8 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$1.1MSummed across loaded plans$1,136,836
Total reported assets$1.1M$1,136,836
Total reported participants15
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.1M total assets
Net assets$1.1MLiabilities—
Contributions & income
Employer contributions$9.8K
Participant contributionsNot reported
Total income / additions$93.6K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$93.6K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Saint Simons Island, GA 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

Saint Simons Island market comparison

Largest plan share of assets60%Palm Coast Enterprises, Inc. Profit Sharing Plan
Participants per plan8Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Saint Simons Island

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

  1. 1
    Palm Coast Enterprises, Inc. Profit Sharing Plan$683.2K
    Palm Coast Enterprises, Inc. · 2023
  2. 2
    Frederica Pharmacy Inc. Retirement Plan$453.7K
    Frederica Pharmacy Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Saint Simons Island, GA?
2 plan(s) reported by 2 sponsor(s) are loaded for Saint Simons Island, GA.

Related Form 5500 pages