Ward Hill, 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, Ward Hill, MA has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $16,771,883 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $16,771,883
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $16,771,883
Contributions & income
- Employer contributions
- $234,423
- Participant contributions
- $1,095,621
- Total income / additions
- $3,959,785
Expenses & distributions
- Benefits paid / distributions
- $1,301,594
- Total expenses
- $1,310,718
- Net increase / (decrease)
- $2,649,067
Coverage
- Total reported participants
- 496
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ward Hill, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Spruce 401(K) Plan | Spruce Environmental Technologies, Inc. | $9,674,480 | 2023 |
| Runtal North America, Inc. 401(K) Plan | Runtal North America, Inc | $7,097,403 | 2023 |
| Runtal North America, Inc. Life And Disability Plan | Runtal North America, Inc. | not reported in the loaded dataset | 2023 |
| Spruce Environmental Technologies, Inc. Health And Welfare Benefits Plan | Spruce Environmental Technologies, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Ward Hill → · Ward Hill plans by participants → · Ward Hill plans with financial data → · Ward Hill plans with provider compensation → · $1B+ plans in Ward Hill →
Related Form 5500 pages
- All MA Form 5500 filings
- Spruce 401(K) Plan (plan 001)
- Spruce Environmental Technologies, Inc. — all reported plans
- Runtal North America, Inc. 401(K) Plan (plan 001)
- Runtal North America, Inc — all reported plans
- Runtal North America, Inc. Life And Disability Plan (plan 501)
- Spruce Environmental Technologies, Inc. Health And Welfare Benefits Plan (plan 501)
- Methodology
- Data sources