Old 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, Old Lyme, CT has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $74,557,672 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
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $74,557,672
- Total reported liabilities (EOY)
- $69,000,000
- Total reported net assets (EOY)
- $5,557,672
Contributions & income
- Employer contributions
- $4,092,570
- Participant contributions
- $1,062,741
- Total income / additions
- -$10,632,834
Expenses & distributions
- Benefits paid / distributions
- $3,465,775
- Total expenses
- $5,056,981
- Net increase / (decrease)
- -$15,689,815
Coverage
- Total reported participants
- 364
- Plans with financial statements
- 3
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Old 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Hamilton Point Investments Esop | Hamilton Point Holding Corporation | $51,206,792 | 2023 |
| Sennheiser Electronic Corporation 401(K) Plan | Sennheiser Electronic Corporation | $23,316,280 | 2023 |
| Captain'S Capital, Inc. Retirement Plan | Captain'S Capital, Inc. | $34,600 | 2023 |
| Sennheiser Electronic Corporation Health & Welfare Plan | Sennheiser Electronic Corporation | not reported in the loaded dataset | 2023 |
Largest plans in Old Lyme → · Old Lyme plans by participants → · Old Lyme plans with financial data → · Old Lyme plans with provider compensation → · $1B+ plans in Old Lyme →
Related Form 5500 pages
- All CT Form 5500 filings
- Hamilton Point Investments Esop (plan 002)
- Hamilton Point Holding Corporation — all reported plans
- Sennheiser Electronic Corporation 401(K) Plan (plan 003)
- Sennheiser Electronic Corporation — all reported plans
- Captain'S Capital, Inc. Retirement Plan (plan 001)
- Captain'S Capital, Inc. — all reported plans
- Sennheiser Electronic Corporation Health & Welfare Plan (plan 504)
- Methodology
- Data sources