Georgetown, 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, Georgetown, DE has 8 loaded benefit plan(s) reported by 5 plan sponsor(s), with $39,537,772 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
5
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$39,537,772
Total reported liabilities (EOY)
$11,138
Total reported net assets (EOY)
$39,526,634

Contributions & income

Employer contributions
$516,611
Participant contributions
$1,496,993
Total income / additions
$8,479,495

Expenses & distributions

Benefits paid / distributions
$3,844,228
Total expenses
$3,921,770
Net increase / (decrease)
$4,557,725

Coverage

Total reported participants
958
Plans with financial statements
6
Plans with provider compensation
2

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

Largest loaded plans by reported assets

Largest loaded plans in Georgetown, DE
PlanSponsorReported assets (EOY)Year
Pats Aircraft, LLC 401(K) PlanPats Aircraft, LLC$33,871,7542023
Sussex County Senior Services Retirement PlanCheer, Inc.$2,833,6142023
La Red Health Center, Inc. 403b PlanLa Red Health Center, Inc.$2,719,9892023
Lugram Development Inc 401(K) PlanLugram Development Inc$99,9802023
Pats Aircraft, LLC. - Flexible Benefits PlanPats Aircraft, LLC.$12,4352023
Beachview Mgmt. Inc. Profit Sharing PlanBeachview Mgmt. Inc.$02023
Pats Aircraft, LLC Dba Aloft Aeroarchitects Health And Welfare PlanPats Aircraft LLCnot reported in the loaded dataset2023
La Red Health Center Inc Benefit PlanLa Red Health Centernot reported in the loaded dataset2023

Related Form 5500 pages