Plan5500

Bethany Beach, DE 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, Bethany Beach, DE has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $2,148,908 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 Bethany Beach

  • 2 loaded plans hold $2.1M in reported assets across 2 sponsors.
  • The largest, Scott And Shuman, P.A. 401(K) Profit Sharing Plan, holds 93% of reported Bethany Beach plan assets.
  • Plans cover 14 participants — about 7 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$2.1MSummed across loaded plans$2,148,908
Total reported assets$2.1M$2,148,908
Total reported participants14
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.1M total assets
Net assets$2.1MLiabilities$0
Contributions & income
Employer contributions$26.4K
Participant contributions$85.8K
Total income / additions$375.1K
Expenses & distributions
Benefits paid / distributions$142.6K
Total expenses$162.9K
Net increase / (decrease)$212.2K

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 Bethany Beach, DE 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

Bethany Beach market comparison

Largest plan share of assets93%Scott And Shuman, P.A. 401(K) Profit Sharing Plan
Participants per plan7Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Bethany Beach

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

  1. 1
    Scott And Shuman, P.A. 401(K) Profit Sharing Plan$2M
    Scott And Shuman, P.A. · 2023
  2. 2
    Mims Cookin 401k$148.2K
    Mims Cookin Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Bethany Beach, DE?
2 plan(s) reported by 2 sponsor(s) are loaded for Bethany Beach, DE.

Related Form 5500 pages