Simsbury, 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, Simsbury, CT has 14 loaded benefit plan(s) reported by 11 plan sponsor(s), with $139,661,230 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 14
- Plan sponsors
- 11
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $139,661,230
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $139,661,230
Contributions & income
- Employer contributions
- $2,571,308
- Participant contributions
- $3,540,466
- Total income / additions
- $27,449,605
Expenses & distributions
- Benefits paid / distributions
- $13,623,422
- Total expenses
- $13,785,519
- Net increase / (decrease)
- $13,664,086
Coverage
- Total reported participants
- 1,927
- Plans with financial statements
- 11
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Simsbury, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Westminster School Defined Contribution Plan | Trustees Of Westminster School, Inc. | $64,045,959 | 2023 |
| The Mclean Retirement Plan | Mclean Affiliates, Inc. | $35,514,051 | 2023 |
| Ethel Walker School Retirement Plan | Ethel Walker School | $24,884,259 | 2023 |
| Mitchell Auto Group, Inc. 401(K) Plan | Mitchell Auto Group, Inc. | $13,864,157 | 2023 |
| Varao, Inc. 401(K) Plan | Varao, Inc. | $866,592 | 2023 |
| Dexjane Incorporated 401(K) Plan | Dexjane Incorporated | $284,281 | 2023 |
| Secret Touch Wood Renewal, Inc. Retirement Plan | Secret Touch Wood Renewal, Inc. | $148,879 | 2023 |
| Fastpitch Nation Inc. 401(K) Plan | Fastpitch Nation Inc. | $49,835 | 2023 |
| Dt Home Management, Inc. 401(K) Profit Sharing Plan | Dt Home Management, Inc. | $1,717 | 2023 |
| Carpenter Financial Group, Inc. Employee Stock Ownership Plan | Carpenter Financial Group, Inc. | $1,500 | 2023 |
| East Hartford 1079, Inc. 401(K) Plan | East Hartford 1079, Inc. | $0 | 2023 |
| Trustees Of Westminster School, Inc.-Health And Welfare Benefits Program | Trustees Of Westminster School, Inc. | not reported in the loaded dataset | 2023 |
| Mclean Benefit Plan | Mclean Affiliates, Inc. | not reported in the loaded dataset | 2023 |
| Mitchell Auto Group Inc. Hwp | Mitchell Auto Group | not reported in the loaded dataset | 2023 |
Largest plans in Simsbury → · Simsbury plans by participants → · Simsbury plans with financial data → · Simsbury plans with provider compensation → · $1B+ plans in Simsbury →
Related Form 5500 pages
- All CT Form 5500 filings
- Westminster School Defined Contribution Plan (plan 001)
- Trustees Of Westminster School, Inc. — all reported plans
- The Mclean Retirement Plan (plan 002)
- Mclean Affiliates, Inc. — all reported plans
- Ethel Walker School Retirement Plan (plan 001)
- Ethel Walker School — all reported plans
- Mitchell Auto Group, Inc. 401(K) Plan (plan 001)
- Mitchell Auto Group, Inc. — all reported plans
- Varao, Inc. 401(K) Plan (plan 001)
- Varao, Inc. — all reported plans
- Dexjane Incorporated 401(K) Plan (plan 001)
- Dexjane Incorporated — all reported plans
- Secret Touch Wood Renewal, Inc. Retirement Plan (plan 001)
- Secret Touch Wood Renewal, Inc. — all reported plans
- Fastpitch Nation Inc. 401(K) Plan (plan 001)
- Fastpitch Nation Inc. — all reported plans
- Dt Home Management, Inc. 401(K) Profit Sharing Plan (plan 001)
- Dt Home Management, Inc. — all reported plans
- Carpenter Financial Group, Inc. Employee Stock Ownership Plan (plan 005)
- Carpenter Financial Group, Inc. — all reported plans
- East Hartford 1079, Inc. 401(K) Plan (plan 001)
- East Hartford 1079, Inc. — all reported plans
- Trustees Of Westminster School, Inc.-Health And Welfare Benefits Program (plan 505)
- Mclean Benefit Plan (plan 503)
- Mitchell Auto Group Inc. Hwp (plan 501)
- Methodology
- Data sources