Mt. Pleasant, 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, Mt. Pleasant, SC has 29 loaded benefit plan(s) reported by 27 plan sponsor(s), with $238,555,569 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
29
Plan sponsors
27
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$238,555,569
Total reported liabilities (EOY)
$24,278
Total reported net assets (EOY)
$238,531,291

Contributions & income

Employer contributions
$6,066,644
Participant contributions
$12,800,504
Total income / additions
$56,718,362

Expenses & distributions

Benefits paid / distributions
$10,473,263
Total expenses
$11,045,655
Net increase / (decrease)
$45,672,707

Coverage

Total reported participants
4,011
Plans with financial statements
22
Plans with provider compensation
9

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mt. Pleasant, 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 Mt. Pleasant, SC
PlanSponsorReported assets (EOY)Year
Motley Rice LLC Employee Retirement Savings PlanMotley Rice LLC$105,070,7622023
Johnson & Johnson, Inc. Profit Sharing PlanJohnson & Johnson, Inc.$42,974,5842023
Seamon, Whiteside And Associates, Inc. Profit Sharing 401(K) PlanSeamon Whiteside & Associates, Inc.$19,347,4482023
Altron, Inc. 401(K) Profit Sharing PlanAltron, Inc.$12,324,0872023
Gov Solutions Group 401(K) PlanThe Cameron Bell Corporation Dba$11,924,1872023
Southeastern Spine Institute 401(K) Profit Sharing PlanSoutheastern Spine Institute$8,034,4952023
Perfetto Vita, Inc. Retirement PlanPerfetto Vita, Inc.$2,539,3602023
Lowcountry Grocers, LLC Retirement Savings PlanLowcountry Grocers, LLC$2,532,4402023
Shaughnessy Orthodontics Of East Cobb Profit Sharing Plan & TrustShaughnessy Orthodontics Of East Cobb Profit Sharing Plan & Trust$1,791,2962023
Sweetgrass Spirits And Wine, Inc. Profit Sharing PlanSweetgrass Spirits And Wine, Inc.$458,3392023
Bluewater Painting LLC Cash Balance PlanBluewater Painting LLC$417,6402023
Hulsey Litigation Group, LLC Express Profit SharingHulsey Law Group$82,5912023
The Rives Group, Inc. Retirement PlanThe Rives Group, Inc.$82,0152023
Hoffmann & Hoffmann Enterprises Inc. Retirement PlanHoffmann & Hoffmann Enterprises Inc.$9,8432023
Egroup Enabling Technologies Medical PlanEgroup Enabling Technologiesnot reported in the loaded dataset2023
Egroup Enabling Technologies Life & Disability PlanEgroup Enabling Technologiesnot reported in the loaded dataset2023
Seamon, Whiteside And Associates, Inc. Medical PlanSeamon Whiteside & Associates, Inc.not reported in the loaded dataset2023
Charlestowne Hotels, Inc. Ltd PlanCharlestowne Hotels, Inc.not reported in the loaded dataset2023
Charlestowne Hotels, Inc. Major Medical PlanCharlestowne Hotels, Inc.not reported in the loaded dataset2023
Arcadia PublishingArcadia Publishingnot reported in the loaded dataset2023

Related Form 5500 pages