South Dennis, 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, South Dennis, MA has 8 loaded benefit plan(s) reported by 2 plan sponsor(s), with $7,243,826 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
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$7,243,826
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$7,243,826

Contributions & income

Employer contributions
$559,087
Participant contributions
$269,190
Total income / additions
$4,902,151

Expenses & distributions

Benefits paid / distributions
$5,710,277
Total expenses
$5,756,420
Net increase / (decrease)
-$854,269

Coverage

Total reported participants
969
Plans with financial statements
3
Plans with provider compensation
2

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

Largest loaded plans by reported assets

Largest loaded plans in South Dennis, MA
PlanSponsorReported assets (EOY)Year
Elder Services Of Cape Cod And The Islands, Inc. 403(B) PlanElder Services Of Cape Cod And The Islands, Inc$5,184,5312023
Whalen Restoration Services, Inc. 401(K) Profit Sharing PlanWhalen Restoration Services, Inc$2,059,2952023
Elder Services Of Cape Cod And The Islands, Inc. Pension TrustElder Services Of Cape Cod And The Islands, Inc.$02023
Elder Services Of Cape Cod And The Islands, Inc. Ad&D PlanElder Services Of Cape Cod And The Islands, Inc.not reported in the loaded dataset2023
Elder Services Of Cape Cod And The Islands, Inc. Ltd PlanElder Services Of Cape Cod And The Islands, Inc.not reported in the loaded dataset2023
Elder Services Of Cape Cod And The Islands, Inc. Eap PlanElder Services Of Cape Cod And The Islands, Inc.not reported in the loaded dataset2023
Elder Services Of Cape Cod And The Islands, Inc. Dental PlanElder Services Of Cape Cod And The Islands, Inc.not reported in the loaded dataset2023
Elder Services Of Cape Cod And The Islands, Inc. Life PlanElder Services Of Cape Cod And The Islands, Inc.not reported in the loaded dataset2023

Related Form 5500 pages