Plan5500

East Berlin, 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, East Berlin, CT has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $7,327,345 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in East Berlin

  • 2 loaded plans hold $7.3M in reported assets across 2 sponsors.
  • The largest, The Fletcher-Terry Company, LLC 401(K) Profit Sharing Plan, holds 90% of reported East Berlin plan assets.
  • Plans cover 110 participants — about 55 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.3MSummed across loaded plans$7,327,345
Total reported assets$7.3M$7,327,345
Total reported participants110
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.3M total assets
Net assets$7.3MLiabilities$0
Contributions & income
Employer contributions$193.8K
Participant contributions$407K
Total income / additions$1.6M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.4M
Net increase / (decrease)$119K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for East Berlin, 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.

Computed from loaded plans

East Berlin market comparison

Largest plan share of assets90%The Fletcher-Terry Company, LLC 401(K) Profit Sharing Plan
Participants per plan55Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in East Berlin

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Fletcher-Terry Company, LLC 401(K) Profit Sharing Plan$6.6M
    The Fletcher-Terry Company, LLC · 2023
  2. 2
    Jfx Capital, Inc 401(K) Plan$714.2K
    Jfx Capital, Inc · 2023

Largest plans in East Berlin → · East Berlin plans by participants → · East Berlin plans with financial data → · East Berlin plans with provider compensation → · $1B+ plans in East Berlin →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for East Berlin, CT?
2 plan(s) reported by 2 sponsor(s) are loaded for East Berlin, CT.

Related Form 5500 pages