Plan5500

Madison, CT 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, Madison, CT has 10 loaded benefit plan(s) reported by 9 plan sponsor(s), with $34,029,175 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
9
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$34MSummed across loaded plans$34,029,175
Total reported assets$34M$34,029,175
Total reported participants871
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$34M total assets
Net assets$34MLiabilities$0
Contributions & income
Employer contributions$990.6K
Participant contributions$2.2M
Total income / additions$7M
Expenses & distributions
Benefits paid / distributions$1.8M
Total expenses$1.9M
Net increase / (decrease)$5.1M

Data coverage

Plans with financial statements9 / 10 (90%)
Plans with provider compensation2 / 10 (20%)

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

Madison market comparison

Largest plan share of assets58%Clarity Software Solutions 401(K) Profit Sharing Plan
Participants per plan87Average across loaded plans
Plan sponsors9
Ranked by reported assets

Largest loaded plans in Madison

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

  1. 1
    Clarity Software Solutions 401(K) Profit Sharing Plan$19.8M
    Clarity Software Solutions, Inc. · 2023
  2. 2
    Vista Life Innovations, Inc. 403(B) Plan$7.9M
    Vista Life Innovations, Inc. · 2023
  3. 3
    Summer Hill Nursery, Inc. Profit Sharing Plan$3.5M
    Summer Hill Nursery, Inc. · 2023
  4. 4
    Rwt Retirement Plan$1.6M
    Rwt Corporation · 2023
  5. 5
    Ct Rocks Inc. Retirement Plan$463.3K
    Ct Rocks Inc. · 2023
  6. 6
    Sbr Family Corp. Retirement Plan$415.4K
    Sbr Family Corp. · 2023
  7. 7
    Akano Holdings Inc. Retirement Plan$164.1K
    Akano Holdings Inc. · 2023
  8. 8
    Coastal Venture Enterprises, Inc. 401(K) Plan$134K
    Coastal Venture Enterprises, Inc. · 2023
  9. 9
    Tker Holding, Inc. 401(K) Profit Sharing Plan$45.8K
    Tker Holding, Inc. · 2023
  10. 10
    Clarity Software Solutions Welfare Benefit Plannot reported in the loaded dataset
    Clarity Software Solutions, Inc. · 2023

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

Related Form 5500 pages