Falmouth, MA 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, Falmouth, MA has 12 loaded benefit plan(s) reported by 10 plan sponsor(s), with $46,554,104 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
10
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$46,554,104
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$49,269,503

Contributions & income

Employer contributions
$1,394,536
Participant contributions
$1,830,286
Total income / additions
$9,296,074

Expenses & distributions

Benefits paid / distributions
$2,763,739
Total expenses
$2,921,405
Net increase / (decrease)
$6,374,669

Coverage

Total reported participants
1,140
Plans with financial statements
10
Plans with provider compensation
2

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

Largest loaded plans in Falmouth, MA
PlanSponsorReported assets (EOY)Year
Woodwell Climate Research Center, Inc. Dc Retirement PlanWoodwell Climate Research Center, Inc$26,255,6542023
Gosnold, Inc. Retirement Savings PlanGosnold, Inc.$7,927,2532023
Cape Cod Surgeons Profit Sharing PlanCape Cod Surgeons, P.C.$6,268,6482023
Lawrence-Lynch Corp. Pension PlanLawrence-Lynch Corp.$2,492,5892023
Gary M. Dellaposta, Cpa Profit Sharing PlanGary M. Dellaposta Cpa Pc$2,426,1752023
Carpet Barn, Inc. 401(K) PlanCarpet Barn, Inc.$986,9802023
Trusted Career Coaching, Inc. 401k Profit Sharing PlanTrusted Career Coaching, Inc.$104,0902023
Franklin Wright Incorporated Retirement PlanFranklin Wright Incorporated$92,1712023
Plan B And C, Inc. 401k Profit Sharing PlanPlan B And C, Inc.$5442023
Associates In Gastroenterology Profit Sharing PlanAssociates In Gastroenterology$02023
Gosnold Behavioral Health Employee Benefits PlanGosnold Behavioral Healthnot reported in the loaded dataset2023
Woodwell Climate Research Center Benefit PlanWoodwell Climate Research Centernot reported in the loaded dataset2023

Related Form 5500 pages