Beaufort, SC 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, Beaufort, SC has 9 loaded benefit plan(s) reported by 8 plan sponsor(s), with $35,469,556 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $35,469,556
- Total reported liabilities (EOY)
- $743
- Total reported net assets (EOY)
- $35,468,813
Contributions & income
- Employer contributions
- $1,458,963
- Participant contributions
- $1,859,316
- Total income / additions
- $8,470,910
Expenses & distributions
- Benefits paid / distributions
- $2,623,585
- Total expenses
- $2,825,520
- Net increase / (decrease)
- $5,645,390
Coverage
- Total reported participants
- 695
- Plans with financial statements
- 8
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Beaufort, SC 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 |
|---|---|---|---|
| Venture Inc Of Beaufort 401(K) Plan | Venture Inc Of Beaufort | $12,208,514 | 2023 |
| Howell, Gibson & Hughes P.A. Profit Sharing 401(K) Plan | Howell, Gibson & Hughes, P.A. | $9,104,005 | 2023 |
| J.H. Hiers Construction 401(K) Profit Sharing Plan | J.H. Hiers Construction, LLC | $4,868,576 | 2023 |
| Gene W. Grace, D.D.S., P.A. Employees' Profit Sharing Plan And Trust | Gene W. Grace, D.D.S., P.A. | $4,723,820 | 2023 |
| Mitchell Brothers Retirement Savings Plan | Mitchell Brothers, Inc. | $3,994,455 | 2023 |
| Sculley, Inc. Retirement Plan | Sculley, Inc. | $233,593 | 2023 |
| Shoreside Investment Corporation 401(K) Plan | Shoreside Investment Corporation | $210,000 | 2023 |
| Birdsong Creek, Inc. 401(K) Plan | Birdsong Creek, Inc. | $126,593 | 2023 |
| Venture, Inc. Of Beaufort Employee Benefits Plan | Venture, Inc. Of Beaufort | not reported in the loaded dataset | 2023 |
Largest plans in Beaufort → · Beaufort plans by participants → · Beaufort plans with financial data → · Beaufort plans with provider compensation → · $1B+ plans in Beaufort →
Related Form 5500 pages
- All SC Form 5500 filings
- Venture Inc Of Beaufort 401(K) Plan (plan 001)
- Venture Inc Of Beaufort — all reported plans
- Howell, Gibson & Hughes P.A. Profit Sharing 401(K) Plan (plan 002)
- Howell, Gibson & Hughes, P.A. — all reported plans
- J.H. Hiers Construction 401(K) Profit Sharing Plan (plan 001)
- J.H. Hiers Construction, LLC — all reported plans
- Gene W. Grace, D.D.S., P.A. Employees' Profit Sharing Plan And Trust (plan 002)
- Gene W. Grace, D.D.S., P.A. — all reported plans
- Mitchell Brothers Retirement Savings Plan (plan 001)
- Mitchell Brothers, Inc. — all reported plans
- Sculley, Inc. Retirement Plan (plan 001)
- Sculley, Inc. — all reported plans
- Shoreside Investment Corporation 401(K) Plan (plan 001)
- Shoreside Investment Corporation — all reported plans
- Birdsong Creek, Inc. 401(K) Plan (plan 001)
- Birdsong Creek, Inc. — all reported plans
- Venture, Inc. Of Beaufort Employee Benefits Plan (plan 501)
- Methodology
- Data sources