Plan5500

Upper Tumon, GU 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, Upper Tumon, GU has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $28,971,643 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$29MSummed across loaded plans$28,971,643
Total reported assets$29M$28,971,643
Total reported participants518
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$29M total assets
Net assets$29MLiabilities$0
Contributions & income
Employer contributions$1.1M
Participant contributions$1.4M
Total income / additions$6.4M
Expenses & distributions
Benefits paid / distributions$2.1M
Total expenses$2.1M
Net increase / (decrease)$4.3M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Upper Tumon, GU 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

Upper Tumon market comparison

Largest plan share of assets100%Teleguam Holdings LLC 401(K) Plan
Participants per plan518Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Upper Tumon

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

  1. 1
    Teleguam Holdings LLC 401(K) Plan$29M
    Teleguam Holdings LLC · 2023

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

Related Form 5500 pages