South Yarmouth, 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 Yarmouth, MA has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $25,453,029 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
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $25,453,029
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $25,453,029
Contributions & income
- Employer contributions
- $280,593
- Participant contributions
- $933,173
- Total income / additions
- $5,172,945
Expenses & distributions
- Benefits paid / distributions
- $2,734,232
- Total expenses
- $2,786,717
- Net increase / (decrease)
- $2,386,228
Coverage
- Total reported participants
- 948
- Plans with financial statements
- 5
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for South Yarmouth, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Davenport Companies 401(K) Profit Sharing Plan | Davenport Realty Trust | $17,889,918 | 2023 |
| Cci 403(B) Plan | Community Connections, Inc | $4,378,633 | 2023 |
| Al-Jay, Inc. 401(K) Profit Sharing Plan | Al-Jay, Inc. | $2,217,950 | 2023 |
| Darren R Mcginn Cpa Pc 401(K) Profit Sharing Plan & Trust | Darren R Mcginn Cpa Pc | $640,429 | 2023 |
| Pds Graphic Solutions, Inc. Retirement Plan | Pds Graphic Solutions, Inc. | $326,099 | 2023 |
| Community Connections, Inc. Health And Welfare Benefits Plan | Community Connections, Inc. | not reported in the loaded dataset | 2023 |
| Community Connections Inc Frozen 403(B) Plan | Community Connections, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in South Yarmouth → · South Yarmouth plans by participants → · South Yarmouth plans with financial data → · South Yarmouth plans with provider compensation → · $1B+ plans in South Yarmouth →
Related Form 5500 pages
- All MA Form 5500 filings
- Davenport Companies 401(K) Profit Sharing Plan (plan 001)
- Davenport Realty Trust — all reported plans
- Cci 403(B) Plan (plan 001)
- Community Connections, Inc — all reported plans
- Al-Jay, Inc. 401(K) Profit Sharing Plan (plan 001)
- Al-Jay, Inc. — all reported plans
- Darren R Mcginn Cpa Pc 401(K) Profit Sharing Plan & Trust (plan 001)
- Darren R Mcginn Cpa Pc — all reported plans
- Pds Graphic Solutions, Inc. Retirement Plan (plan 001)
- Pds Graphic Solutions, Inc. — all reported plans
- Community Connections, Inc. Health And Welfare Benefits Plan (plan 501)
- Community Connections Inc Frozen 403(B) Plan (plan 002)
- Methodology
- Data sources