Plan5500

Churchton, MD 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, Churchton, MD has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,046,175 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Churchton

  • 2 loaded plans hold $1M in reported assets across 2 sponsors.
  • The largest, Broadwater Partners Inc. Retirement Plan, holds 78% of reported Churchton plan assets.
  • Plans cover 13 participants — about 7 per plan.
  • 100% 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$1MSummed across loaded plans$1,046,175
Total reported assets$1M$1,046,175
Total reported participants13
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1M total assets
Net assets$1MLiabilities—
Contributions & income
Employer contributions$500
Participant contributions$0
Total income / additions$275.8K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$275.8K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Churchton, MD 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

Churchton market comparison

Largest plan share of assets78%Broadwater Partners Inc. Retirement Plan
Participants per plan7Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Churchton

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

  1. 1
    Broadwater Partners Inc. Retirement Plan$815.1K
    Broadwater Partners Inc. · 2023
  2. 2
    Jessejay'S Company 401(K) Plan$231.1K
    Jessejay'S Company · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Churchton, MD?
2 plan(s) reported by 2 sponsor(s) are loaded for Churchton, MD.

Related Form 5500 pages