Southport, 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, Southport, CT has 9 loaded benefit plan(s) reported by 5 plan sponsor(s), with $228,236,422 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
5
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$228.2MSummed across loaded plans$228,236,422
Total reported assets$228.2M$228,236,422
Total reported participants8.7K8,669
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$228.2M total assets
Net assets$228.2MLiabilities$0
Contributions & income
Employer contributions$11.8M
Participant contributions$8.5M
Total income / additions$49.4M
Expenses & distributions
Benefits paid / distributions$16.9M
Total expenses$17M
Net increase / (decrease)$32.4M

Data coverage

Plans with financial statements4 / 9 (44%)
Plans with provider compensation2 / 9 (22%)

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

Largest loaded plans in Southport, CT
PlanSponsorReported assets (EOY)Year
Sturm, Ruger & Company, Inc. 401(K) PlanSturm, Ruger & Company, Inc.$214,070,7302023
Superior Technology Corp. 401(K) PlanSuperior Technology Corp.$13,575,0542023
Joie De Vivre Inc. Retirement PlanJoie De Vivre Inc.$362,3652023
Ruscio Enterprises, Inc. 401(K) Profit Sharing PlanRuscio Enterprises, Inc.$228,2732023
Sturm, Ruger & Company, Inc. Employee Severance PlanSturm, Ruger & Company, Inc.not reported in the loaded dataset2023
Trinity Episcopal Church Money Purchase PlanTrinity Episcopal Churchnot reported in the loaded dataset2023
Long Term DisabilitySturm, Ruger & Company, Inc.not reported in the loaded dataset2023
Blanket Accident PolicySturm, Ruger & Company, Inc.not reported in the loaded dataset2023
Sturm, Ruger & Company, Inc. Employee Benefit PlanSturm, Ruger & Company, Inc.not reported in the loaded dataset2023

Related Form 5500 pages