Berlin, MD 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, Berlin, MD has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $77,128,200 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $77,128,200
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $77,128,200
Contributions & income
- Employer contributions
- $1,311,989
- Participant contributions
- $4,043,643
- Total income / additions
- $16,439,325
Expenses & distributions
- Benefits paid / distributions
- $6,187,376
- Total expenses
- $6,418,009
- Net increase / (decrease)
- $10,021,316
Coverage
- Total reported participants
- 2,194
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Berlin, MD 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 |
|---|---|---|---|
| Atlantic General Hospital Corporation Tax Deferred Plan | Atlantic General Hospital Corp | $65,550,698 | 2023 |
| The Taylor Bank 401(K) Plan | Calvin B. Taylor Banking Company | $11,577,502 | 2023 |
| The Profit Sharing Plan & Trust Of H. T. Harrison & Sons, Inc. | The Profit Sharing Plan & Trust | $0 | 2023 |
| Calvin B. Taylor Banking Company Welfare Benefit Plan | Calvin B. Taylor Banking Company | not reported in the loaded dataset | 2023 |
| Atlantic General Hospital Employee Benefits Plan | Atlantic General Hospital | not reported in the loaded dataset | 2023 |
Largest plans in Berlin → · Berlin plans by participants → · Berlin plans with financial data → · Berlin plans with provider compensation → · $1B+ plans in Berlin →
Related Form 5500 pages
- All MD Form 5500 filings
- Atlantic General Hospital Corporation Tax Deferred Plan (plan 001)
- Atlantic General Hospital Corp — all reported plans
- The Taylor Bank 401(K) Plan (plan 002)
- Calvin B. Taylor Banking Company — all reported plans
- The Profit Sharing Plan & Trust Of H. T. Harrison & Sons, Inc. (plan 001)
- The Profit Sharing Plan & Trust — all reported plans
- Calvin B. Taylor Banking Company Welfare Benefit Plan (plan 505)
- Atlantic General Hospital Employee Benefits Plan (plan 502)
- Methodology
- Data sources