Effingham, 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, Effingham, SC has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $16,880,774 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)
$16,880,774
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$16,880,774

Contributions & income

Employer contributions
$1,035,372
Participant contributions
$1,870,139
Total income / additions
$5,427,050

Expenses & distributions

Benefits paid / distributions
$1,494,091
Total expenses
$1,629,410
Net increase / (decrease)
$3,797,640

Coverage

Total reported participants
1,920
Plans with financial statements
2
Plans with provider compensation
1

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

Largest loaded plans in Effingham, SC
PlanSponsorReported assets (EOY)Year
Mccall Farms, Inc. 401(K) Retirement Savings PlanMccall Farms, Inc.$16,798,9532023
The Learning Ladder, Inc. 401(K) PlanThe Learning Ladder, Inc.$81,8212023
Mccall Farms, Inc. Welfare Benefits PlanMccall Farms, Inc.not reported in the loaded dataset2023
Charles Ingram Lumber Co., Inc., Employee Benefit PlanCharles Ingram Lumber Co., Inc.not reported in the loaded dataset2023

Related Form 5500 pages