Hilton Head, 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, Hilton Head, SC has 10 loaded benefit plan(s) reported by 9 plan sponsor(s), with $11,341,145 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
9
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.3MSummed across loaded plans$11,341,145
Total reported assets$11.3M$11,341,145
Total reported participants921
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.3M total assets
Net assets$11.3MLiabilities$0
Contributions & income
Employer contributions$291.7K
Participant contributions$790K
Total income / additions$2.6M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.1M
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements7 / 10 (70%)
Plans with provider compensation2 / 10 (20%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Hilton Head, 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.

Computed from loaded plans

Hilton Head market comparison

Largest plan share of assets31%The Cypress 401(K) Retirement Savings Plan
Participants per plan92Average across loaded plans
Plan sponsors9
Ranked by reported assets

Largest loaded plans in Hilton Head

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Cypress Club, Inc. · 2023
  2. 2
    Sdc Properties, Inc · 2023
  3. 3
    Hilton Head Hospitality · 2023
  4. 4
    Matthew Mastrorocco, D.M.D., P.A. · 2023
  5. 5
    Nct Restaurants, Inc. · 2023
  6. 6
    Mavdog Inc · 2023
  7. 7
    Villani Home Services, Inc. · 2023
  8. 8
    The Cypress Club, Inc. Employee Benefit Plannot reported in the loaded dataset
    The Cypress Club, Inc. · 2023
  9. 9
    Vggnot reported in the loaded dataset
    Trisha Amelung · 2023
  10. 10
    Coastal States Bank Employee Benefits Plannot reported in the loaded dataset
    Coastal States Bank · 2023

Related Form 5500 pages