Plan5500

North Branford, 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, North Branford, CT has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $8,556,830 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in North Branford

  • 4 loaded plans hold $8.6M in reported assets across 4 sponsors.
  • The largest, Engineering Specialties Inc 401(K) Profit Sharing Plan And Trust, holds 40% of reported North Branford plan assets.
  • Plans cover 472 participants — about 118 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.6MSummed across loaded plans$8,556,830
Total reported assets$8.6M$8,556,830
Total reported participants472
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.6M total assets
Net assets$8.6MLiabilities$0
Contributions & income
Employer contributions$222.5K
Participant contributions$818.5K
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$376K
Total expenses$387.4K
Net increase / (decrease)$2M

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation2 / 4 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for North Branford, 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

North Branford market comparison

Largest plan share of assets40%Engineering Specialties Inc 401(K) Profit Sharing Plan And Trust
Participants per plan118Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in North Branford

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

  1. 1
    Engineering Specialties Inc 401(K) Profit Sharing Plan And Trust$3.4M
    Engineering Specialties Inc · 2023
  2. 2
    Ct Gardens 401(K) Plan$2.8M
    Ct Gardens, LLC · 2023
  3. 3
    Cherry Hill Construction 401(K) Plan$2.2M
    Cherry Hill Construction, Inc. · 2023
  4. 4
    Duncanson & Associates, Inc. 401k Profit Sharing Plan$167.2K
    Duncanson & Associates, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for North Branford, CT?
4 plan(s) reported by 4 sponsor(s) are loaded for North Branford, CT.

Related Form 5500 pages