Hilton Head Island, 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 Island, SC has 17 loaded benefit plan(s) reported by 13 plan sponsor(s), with $47,563,059 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 17
- Plan sponsors
- 13
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $47,563,059
- Total reported liabilities (EOY)
- $5,214,144
- Total reported net assets (EOY)
- $42,348,965
Contributions & income
- Employer contributions
- $2,821,593
- Participant contributions
- $2,573,801
- Total income / additions
- $10,520,711
Expenses & distributions
- Benefits paid / distributions
- $5,528,958
- Total expenses
- $5,827,533
- Net increase / (decrease)
- $4,693,178
Coverage
- Total reported participants
- 2,653
- Plans with financial statements
- 10
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Hilton Head Island, 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 |
|---|---|---|---|
| The Greenery, Inc. Employee Stock Ownership And 401(K) Plan | The Greenery, Inc. | $28,633,659 | 2023 |
| Coastal States Bank 401(K) Plan | Coastal States Bank | $14,893,458 | 2023 |
| Hpcca - Haig Point 401(K) Plan | Hpcca - Haig Point | $2,774,658 | 2023 |
| Russell P. Patterson, Pa Retirement Plan And Trust | Russell P. Patterson, Pa | $776,421 | 2023 |
| Fpc Of Hilton Head Retirement Plan | Summit Enterprises, Inc. | $275,530 | 2023 |
| Biro Fline Corp. Retirement Plan | Biro Fline Corp. | $120,103 | 2023 |
| Yousif Consulting Corporation Retirement Plan | Yousif Consulting Corporation | $89,230 | 2023 |
| Hilton Head Preparatory School 403(B) Dc Plan | Hilton Head Preparatory School | $0 | 2023 |
| Sen Enterprises, Inc. Retirement Plan | Sen Enterprises, Inc. | $0 | 2023 |
| Brightstar Hilton Head Health And Welfare Plan | Brightstar Hilton Head | $0 | 2023 |
| Sdc Properties, Inc. Plan | Sdc Properties, Inc. | not reported in the loaded dataset | 2023 |
| The Sea Pines Resort Employee Benefit Plan | The Sea Pines Resort, LLC | not reported in the loaded dataset | 2023 |
| South Beach Management Group, Inc. Dental Plan | South Beach Management Group, Inc. | not reported in the loaded dataset | 2023 |
| Haig Point Club And Community Association Welfare Benefits Plan | Haig Point Club And Community Association | not reported in the loaded dataset | 2023 |
| The Greenery, Inc. Health And Dental Plan | The Greenery, Inc. | not reported in the loaded dataset | 2023 |
| The Greenery, Inc. Vision Plan | The Greenery, Inc. | not reported in the loaded dataset | 2023 |
| The Greenery, Inc. Life And Ad&D Plan | The Greenery, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Hilton Head Island → · Hilton Head Island plans by participants → · Hilton Head Island plans with financial data → · Hilton Head Island plans with provider compensation → · $1B+ plans in Hilton Head Island →
Related Form 5500 pages
- All SC Form 5500 filings
- The Greenery, Inc. Employee Stock Ownership And 401(K) Plan (plan 002)
- The Greenery, Inc. — all reported plans
- Coastal States Bank 401(K) Plan (plan 101)
- Coastal States Bank — all reported plans
- Hpcca - Haig Point 401(K) Plan (plan 001)
- Hpcca - Haig Point — all reported plans
- Russell P. Patterson, Pa Retirement Plan And Trust (plan 001)
- Russell P. Patterson, Pa — all reported plans
- Fpc Of Hilton Head Retirement Plan (plan 001)
- Summit Enterprises, Inc. — all reported plans
- Biro Fline Corp. Retirement Plan (plan 001)
- Biro Fline Corp. — all reported plans
- Yousif Consulting Corporation Retirement Plan (plan 001)
- Yousif Consulting Corporation — all reported plans
- Hilton Head Preparatory School 403(B) Dc Plan (plan 001)
- Hilton Head Preparatory School — all reported plans
- Sen Enterprises, Inc. Retirement Plan (plan 001)
- Sen Enterprises, Inc. — all reported plans
- Brightstar Hilton Head Health And Welfare Plan (plan 501)
- Brightstar Hilton Head — all reported plans
- Sdc Properties, Inc. Plan (plan 501)
- Sdc Properties, Inc. — all reported plans
- The Sea Pines Resort Employee Benefit Plan (plan 502)
- The Sea Pines Resort, LLC — all reported plans
- South Beach Management Group, Inc. Dental Plan (plan 502)
- South Beach Management Group, Inc. — all reported plans
- Haig Point Club And Community Association Welfare Benefits Plan (plan 502)
- The Greenery, Inc. Health And Dental Plan (plan 501)
- Methodology
- Data sources