Plan5500

East Haddam, 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 Haddam, CT has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $4,738,346 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 Haddam

  • 2 loaded plans hold $4.7M in reported assets across 2 sponsors.
  • The largest, The Franklin Academy Defined Contribution Plan, holds 64% of reported East Haddam plan assets.
  • Plans cover 150 participants — about 75 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$4.7MSummed across loaded plans$4,738,346
Total reported assets$4.7M$4,738,346
Total reported participants150
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$4.7M total assets
Net assets$4.7MLiabilities—
Contributions & income
Employer contributions$124.7K
Participant contributions$111.3K
Total income / additions$866.7K
Expenses & distributions
Benefits paid / distributions$396.8K
Total expenses$402.1K
Net increase / (decrease)$464.6K

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 Haddam, 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 Haddam market comparison

Largest plan share of assets64%The Franklin Academy Defined Contribution Plan
Participants per plan75Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in East Haddam

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

  1. 1
    The Franklin Academy Defined Contribution Plan$3M
    The Franklin Academy Inc. · 2023
  2. 2
    C. Sherman Johnson Company, Inc. Profit Sharing Plan & Trust$1.7M
    C. Sherman Johnson Company, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages