Plan5500

Ellington, 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, Ellington, CT has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $679,404 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 Ellington

  • 2 loaded plans hold $679.4K in reported assets across 2 sponsors.
  • The largest, Serious Style & Design, Inc. Retirement Plan, holds 52% of reported Ellington plan assets.
  • Plans cover 19 participants — about 10 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$679.4KSummed across loaded plans$679,404
Total reported assets$679.4K$679,404
Total reported participants19
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$679.4K total assets
Net assets$679.4KLiabilities$0
Contributions & income
Employer contributions$2.8K
Participant contributions$2.8K
Total income / additions-$202K
Expenses & distributions
Benefits paid / distributions$6.6K
Total expenses$6.7K
Net increase / (decrease)-$208.6K

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 Ellington, 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

Ellington market comparison

Largest plan share of assets52%Serious Style & Design, Inc. Retirement Plan
Participants per plan10Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Ellington

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

  1. 1
    Serious Style & Design, Inc. Retirement Plan$354.2K
    Serious Style & Design, Inc. · 2023
  2. 2
    Wheeler'S Auto Parts, Inc. 401(K) Plan$325.2K
    Wheeler'S Auto Parts, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages