North Augusta, 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, North Augusta, SC has 10 loaded benefit plan(s) reported by 5 plan sponsor(s), with $12,464,205 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
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $12,464,205
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $12,464,205
Contributions & income
- Employer contributions
- $307,802
- Participant contributions
- $654,561
- Total income / additions
- $2,364,754
Expenses & distributions
- Benefits paid / distributions
- $2,501,121
- Total expenses
- $2,544,780
- Net increase / (decrease)
- -$180,026
Coverage
- Total reported participants
- 1,147
- Plans with financial statements
- 4
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for North Augusta, 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 |
|---|---|---|---|
| Tfe, Inc. 401(K) Profit Sharing Plan And Trust | Tfe, Inc. | $11,926,535 | 2023 |
| Carson Tahoe Investments Inc. Pension Transfer Trust Plan | Carson Tahoe Investments Inc. | $488,051 | 2023 |
| Mid South Pod Systems, Inc. 401(K) Plan | Mid South Pod Systems, Inc. | $30,505 | 2023 |
| Little Red Hill Enterprises, Inc. 401(K) Plan | Little Red Hill Enterprises, Inc. | $19,114 | 2023 |
| Tfe, Inc Health And Welfare Vision Plan | Tfe, Inc | not reported in the loaded dataset | 2023 |
| Tfe, Inc Health And Welfare Short Term Disability Plan | Tfe, Inc | not reported in the loaded dataset | 2023 |
| Tfe, Inc Health And Welfare Long Term Disability Plan | Tfe, Inc | not reported in the loaded dataset | 2023 |
| Tfe, Inc Health And Welfare Life And Ad&D Plan | Tfe, Inc | not reported in the loaded dataset | 2023 |
| Tfe, Inc Health And Welfare Dental Plan | Tfe, Inc | not reported in the loaded dataset | 2023 |
| Srp Federal Credit Union Welfare Benefit Plan | Srp Federal Credit Union | not reported in the loaded dataset | 2023 |
Largest plans in North Augusta → · North Augusta plans by participants → · North Augusta plans with financial data → · North Augusta plans with provider compensation → · $1B+ plans in North Augusta →
Related Form 5500 pages
- All SC Form 5500 filings
- Tfe, Inc. 401(K) Profit Sharing Plan And Trust (plan 005)
- Tfe, Inc. — all reported plans
- Carson Tahoe Investments Inc. Pension Transfer Trust Plan (plan 001)
- Carson Tahoe Investments Inc. — all reported plans
- Mid South Pod Systems, Inc. 401(K) Plan (plan 001)
- Mid South Pod Systems, Inc. — all reported plans
- Little Red Hill Enterprises, Inc. 401(K) Plan (plan 001)
- Little Red Hill Enterprises, Inc. — all reported plans
- Tfe, Inc Health And Welfare Vision Plan (plan 502)
- Tfe, Inc Health And Welfare Short Term Disability Plan (plan 503)
- Tfe, Inc Health And Welfare Long Term Disability Plan (plan 504)
- Tfe, Inc Health And Welfare Life And Ad&D Plan (plan 505)
- Tfe, Inc Health And Welfare Dental Plan (plan 501)
- Srp Federal Credit Union Welfare Benefit Plan (plan 501)
- Srp Federal Credit Union — all reported plans
- Methodology
- Data sources