Durham, CT 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, Durham, CT has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $72,404,089 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$72,404,089
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$72,404,089

Contributions & income

Employer contributions
$1,891,658
Participant contributions
$2,981,135
Total income / additions
$14,431,189

Expenses & distributions

Benefits paid / distributions
$3,691,877
Total expenses
$3,843,240
Net increase / (decrease)
$10,587,949

Coverage

Total reported participants
1,121
Plans with financial statements
3
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Durham, CT 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 Durham, CT
PlanSponsorReported assets (EOY)Year
Hobson & Motzer, Inc. 401k PlanHobson & Motzer, Inc.$37,961,6522023
The Durham Manufacturing Company Profit Sharing And 401(K) PlanDurham Manufacturing Company$31,604,6482023
Touchstone Research Inc 401(K) Profit Sharing Plan & TrustTouchstone Research Inc$2,837,7892023
The Durham Manufacturing Company Flexible Benefit PlanThe Durham Manufacturing Companynot reported in the loaded dataset2023
Hobson & Motzer, Inc Employees' Benefit PlanHobson & Motzer, Incnot reported in the loaded dataset2023

Related Form 5500 pages