Harve De Grace, 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, Harve De Grace, MD has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $6,626,208 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

What stands out in Harve De Grace

  • 1 loaded plans hold $6.6M in reported assets across 1 sponsors.
  • The largest, Lufburrow And Co. Inc. 401(K) Plan, holds 100% of reported Harve De Grace plan assets.
  • Plans cover 59 participants — about 59 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$6.6MSummed across loaded plans$6,626,208
Total reported assets$6.6M$6,626,208
Total reported participants59
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.6M total assets
Net assets$6.6MLiabilities$0
Contributions & income
Employer contributions$562.5K
Participant contributions$704.8K
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$407.2K
Total expenses$409.5K
Net increase / (decrease)$2M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Harve De Grace, 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

Harve De Grace market comparison

Largest plan share of assets100%Lufburrow And Co. Inc. 401(K) Plan
Participants per plan59Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Harve De Grace

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

  1. 1
    Lufburrow And Company, Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Harve De Grace, MD?
1 plan(s) reported by 1 sponsor(s) are loaded for Harve De Grace, MD.

Related Form 5500 pages