Okatie, 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, Okatie, SC has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $14,872,973 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
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $14,872,973
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $14,872,973
Contributions & income
- Employer contributions
- $418,152
- Participant contributions
- $818,896
- Total income / additions
- $3,309,072
Expenses & distributions
- Benefits paid / distributions
- $752,435
- Total expenses
- $762,493
- Net increase / (decrease)
- $2,546,579
Coverage
- Total reported participants
- 390
- Plans with financial statements
- 3
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Okatie, 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 |
|---|---|---|---|
| Phoenix Financial Services, LLC Group Retirement Plan | Phoenix Financial Services, LLC | $14,540,944 | 2023 |
| Ff-5 Corporation 401(K) Plan | Ff-5 Corporation | $327,462 | 2023 |
| K & S Logistics Services Corp 401(K) Plan | K & S Logistics Services Corp | $4,567 | 2023 |
| Callawassie Island Company Employee Benefit Plan | Callawassie Island Company, Lp | not reported in the loaded dataset | 2023 |
Largest plans in Okatie → · Okatie plans by participants → · Okatie plans with financial data → · Okatie plans with provider compensation → · $1B+ plans in Okatie →
Related Form 5500 pages
- All SC Form 5500 filings
- Phoenix Financial Services, LLC Group Retirement Plan (plan 001)
- Phoenix Financial Services, LLC — all reported plans
- Ff-5 Corporation 401(K) Plan (plan 001)
- Ff-5 Corporation — all reported plans
- K & S Logistics Services Corp 401(K) Plan (plan 001)
- K & S Logistics Services Corp — all reported plans
- Callawassie Island Company Employee Benefit Plan (plan 502)
- Callawassie Island Company, Lp — all reported plans
- Methodology
- Data sources