Southbury, 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, Southbury, CT has 13 loaded benefit plan(s) reported by 12 plan sponsor(s), with $57,358,742 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $57,358,742
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $57,358,742
Contributions & income
- Employer contributions
- $1,137,288
- Participant contributions
- $1,231,792
- Total income / additions
- $11,584,449
Expenses & distributions
- Benefits paid / distributions
- $4,241,061
- Total expenses
- $4,535,214
- Net increase / (decrease)
- $7,049,235
Coverage
- Total reported participants
- 623
- Plans with financial statements
- 13
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Southbury, 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 |
|---|---|---|---|
| Naugatuck Valley Radiological Associates, P.C. 401(K) Profit Sharing Plan | Naugatuck Valley Radiological Associates, P.C. | $31,716,399 | 2023 |
| Heritage Village Master Association, Inc. Retirement Income Plan | Heritage Village Master Association, Inc. | $12,096,133 | 2023 |
| Heritage Village Master Association 401(K) Profit Sharing Plan And Trust | Heritage Village Master Association | $6,616,802 | 2023 |
| Pomperaug Woods, Inc. Internal Revenue Code Section 403(B) Tax Deferred Annuity Plan | Pomperaug Woods, Inc. | $2,847,197 | 2023 |
| Green Wealth Management Group 401(K) Profit Sharing Plan & Trust | Green Wealth Management Group | $1,794,627 | 2023 |
| Lukabella Enterprises Inc. Retirement Plan | Lukabella Enterprises Inc. | $995,968 | 2023 |
| Fangorn, Inc. 401(K) Plan | Fangorn, Inc. | $700,897 | 2023 |
| Chedda Finance, Inc. Retirement Plan | Chedda Finance, Inc. | $312,000 | 2023 |
| Vigent, Inc. 401(K) Profit Sharing Plan | Vigent, Inc. | $150,000 | 2023 |
| Cccr&C Family Enterprises, Inc 401k Profit Sharing Plan | Cccr&C Family Enterprises, Inc | $107,916 | 2023 |
| Hci 401k | Hebert Incorporated | $20,803 | 2023 |
| Cardinal Business Financing, Inc. | Cardinal Business Financing, Inc. | $0 | 2023 |
| Klim Design, Inc. Profit Sharing Plan | Klim Design, Inc. | $0 | 2023 |
Largest plans in Southbury → · Southbury plans by participants → · Southbury plans with financial data → · Southbury plans with provider compensation → · $1B+ plans in Southbury →
Related Form 5500 pages
- All CT Form 5500 filings
- Naugatuck Valley Radiological Associates, P.C. 401(K) Profit Sharing Plan (plan 003)
- Naugatuck Valley Radiological Associates, P.C. — all reported plans
- Heritage Village Master Association, Inc. Retirement Income Plan (plan 001)
- Heritage Village Master Association, Inc. — all reported plans
- Heritage Village Master Association 401(K) Profit Sharing Plan And Trust (plan 002)
- Pomperaug Woods, Inc. Internal Revenue Code Section 403(B) Tax Deferred Annuity Plan (plan 001)
- Pomperaug Woods, Inc. — all reported plans
- Green Wealth Management Group 401(K) Profit Sharing Plan & Trust (plan 001)
- Green Wealth Management Group — all reported plans
- Lukabella Enterprises Inc. Retirement Plan (plan 001)
- Lukabella Enterprises Inc. — all reported plans
- Fangorn, Inc. 401(K) Plan (plan 001)
- Fangorn, Inc. — all reported plans
- Chedda Finance, Inc. Retirement Plan (plan 001)
- Chedda Finance, Inc. — all reported plans
- Vigent, Inc. 401(K) Profit Sharing Plan (plan 001)
- Vigent, Inc. — all reported plans
- Cccr&C Family Enterprises, Inc 401k Profit Sharing Plan (plan 001)
- Cccr&C Family Enterprises, Inc — all reported plans
- Hci 401k (plan 001)
- Hebert Incorporated — all reported plans
- Cardinal Business Financing, Inc. (plan 001)
- Cardinal Business Financing, Inc. — all reported plans
- Klim Design, Inc. Profit Sharing Plan (plan 001)
- Klim Design, Inc. — all reported plans
- Methodology
- Data sources