Plan5500

East Lyme, 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 Lyme, CT has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $726,390 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in East Lyme

  • 3 loaded plans hold $726.4K in reported assets across 3 sponsors.
  • The largest, Saracovan & Co., Inc. 401(K) Profit Sharing Plan, holds 78% of reported East Lyme plan assets.
  • Plans cover 6 participants — about 2 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$726.4KSummed across loaded plans$726,390
Total reported assets$726.4K$726,390
Total reported participants6
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$726.4K total assets
Net assets$726.4KLiabilities$0
Contributions & income
Employer contributions$20.1K
Participant contributions$20.1K
Total income / additions$194.8K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$1.7K
Net increase / (decrease)$193.1K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for East Lyme, 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 Lyme market comparison

Largest plan share of assets78%Saracovan & Co., Inc. 401(K) Profit Sharing Plan
Participants per plan2Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in East Lyme

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

  1. 1
    Saracovan & Co., Inc. 401(K) Profit Sharing Plan$569.4K
    Saracovan & Co., Inc. · 2023
  2. 2
    Experience Property Group, Inc. 401k Profit Sharing Plan$150.7K
    Experience Property Group, Inc. · 2023
  3. 3
    Arkham Ventures And Consulting, Inc. 401k Profit Sharing Plan$6.3K
    Arkham Ventures And Consulting, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for East Lyme, CT?
3 plan(s) reported by 3 sponsor(s) are loaded for East Lyme, CT.

Related Form 5500 pages