Plan5500

Provincetown, MA 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, Provincetown, MA has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $2,152,429 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
5
Latest filing year
2023

What stands out in Provincetown

  • 7 loaded plans hold $2.2M in reported assets across 5 sponsors.
  • The largest, Kohi Coffee Company Retirement Plan, holds 50% of reported Provincetown plan assets.
  • Plans cover 73 participants — about 10 per plan.
  • 43% 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$2.2MSummed across loaded plans$2,152,429
Total reported assets$2.2M$2,152,429
Total reported participants73
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$2.2M total assets
Net assets$2.2MLiabilities—
Contributions & income
Employer contributions$9.6K
Participant contributions$12.3K
Total income / additions$674.1K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$47
Net increase / (decrease)$674.1K

Data coverage

Plans with financial statements3 / 7 (43%)
Plans with provider compensation0 / 7 ()

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

Provincetown market comparison

Largest plan share of assets50%Kohi Coffee Company Retirement Plan
Participants per plan10Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Provincetown

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

  1. 1
    Kohi Coffee Company Retirement Plan$1.1M
    Kohi Coffee Company · 2023
  2. 2
    The Inn At 7 Central, Inc. 401(K) Plan$835.1K
    The Inn At 7 Central, Inc. · 2023
  3. 3
    Cook Street Retirement Plan$237.6K
    Cook Street Company · 2023
  4. 4
    Fine Arts Work Center In Provincetown Tax Deferred Annuity Plannot reported in the loaded dataset
    Fine Arts Work Center In Provincetown, Inc. · 2023
  5. 5
    Center For Coastal Studies Deferred Annuity Plannot reported in the loaded dataset
    Center For Coastal Studies · 2023
  6. 6
    Fine Arts Work Center In Provincetown Defined Contribution Retirement Plannot reported in the loaded dataset
    Fine Arts Work Center In Provincetown · 2023
  7. 7
    Center For Coastal Studies Defined Contribution Plannot reported in the loaded dataset
    Center For Coastal Studies · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Provincetown, MA?
7 plan(s) reported by 5 sponsor(s) are loaded for Provincetown, MA.

Related Form 5500 pages