Middletown, 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, Middletown, MD has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $10,676,302 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
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $10,676,302
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $10,676,302
Contributions & income
- Employer contributions
- $313,113
- Participant contributions
- $863,948
- Total income / additions
- $3,808,644
Expenses & distributions
- Benefits paid / distributions
- $772,312
- Total expenses
- $860,130
- Net increase / (decrease)
- $2,948,514
Coverage
- Total reported participants
- 402
- Plans with financial statements
- 3
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Middletown, 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 |
|---|---|---|---|
| Community Heritage Financial 401 (K) Plan | Community Heritage Financial, Inc. | $8,988,931 | 2023 |
| J&J Furniture, Inc. 401(K) Profit Sharing Plan | J&J Furniture, Inc. | $911,704 | 2023 |
| Starpoint Enterprises Corporation 401(K) Plan | Starpoint Enterprises Corporation | $775,667 | 2023 |
| Community Heritage Financial Dental And Vision Benefit Plan | Community Heritage Financial | not reported in the loaded dataset | 2023 |
Largest plans in Middletown → · Middletown plans by participants → · Middletown plans with financial data → · Middletown plans with provider compensation → · $1B+ plans in Middletown →
Related Form 5500 pages
- All MD Form 5500 filings
- Community Heritage Financial 401 (K) Plan (plan 001)
- Community Heritage Financial, Inc. — all reported plans
- J&J Furniture, Inc. 401(K) Profit Sharing Plan (plan 001)
- J&J Furniture, Inc. — all reported plans
- Starpoint Enterprises Corporation 401(K) Plan (plan 001)
- Starpoint Enterprises Corporation — all reported plans
- Community Heritage Financial Dental And Vision Benefit Plan (plan 502)
- Methodology
- Data sources