Plan5500

New Fairfield, 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, New Fairfield, CT has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $4,068,721 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 New Fairfield

  • 2 loaded plans hold $4.1M in reported assets across 2 sponsors.
  • The largest, Country & Eastern Music, Inc. Employee Profit Shar, holds 75% of reported New Fairfield plan assets.
  • Plans cover 24 participants — about 12 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$4.1MSummed across loaded plans$4,068,721
Total reported assets$4.1M$4,068,721
Total reported participants24
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.1M total assets
Net assets$4.1MLiabilities$0
Contributions & income
Employer contributions$20.7K
Participant contributions$0
Total income / additions$646.9K
Expenses & distributions
Benefits paid / distributions$112.5K
Total expenses$117.4K
Net increase / (decrease)$529.5K

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 New Fairfield, 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

New Fairfield market comparison

Largest plan share of assets75%Country & Eastern Music, Inc. Employee Profit Shar
Participants per plan12Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in New Fairfield

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

  1. 1
    Country & Eastern Music, Inc. Employee Profit Shar$3M
    Country & Eastern Music, Inc. · 2023
  2. 2
    Lake Effect Investments, Inc. 401(K) Profit Sharing Plan$1M
    Lake Effect Investments, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages