Largo, 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, Largo, MD has 13 loaded benefit plan(s) reported by 9 plan sponsor(s), with $137,176,862 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
9
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$137,176,862
Total reported liabilities (EOY)
$18,380,432
Total reported net assets (EOY)
$118,796,430

Contributions & income

Employer contributions
$5,592,720
Participant contributions
$7,742,225
Total income / additions
$29,227,954

Expenses & distributions

Benefits paid / distributions
$10,494,643
Total expenses
$11,753,679
Net increase / (decrease)
$17,474,275

Coverage

Total reported participants
3,748
Plans with financial statements
9
Plans with provider compensation
6

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

Largest loaded plans by reported assets

Largest loaded plans in Largo, MD
PlanSponsorReported assets (EOY)Year
Systems Application & Technologies, Inc. 401(K) Profit Sharing PlanSystems Application & Technologies, Inc.$46,977,2052023
The Foundation Schools Defined Contribution Retirement PlanThe Foundation Schools$24,974,0572023
Phoenix International Holdings, Inc. Retirement PlanPhoenix International Holdings,$18,832,0572023
Industrial Bank 401(K) Profit Sharing PlanIndustrial Bank$14,411,7982023
Phoenix International Holdings, Inc. Employee Stock Ownership PlanPhoenix International Holdings, Inc$11,513,5792023
The Arc Of Prince Georges County 403b PlanThe Arc Of Prince Georges County Inc.$7,928,2242023
1 Source Consulting, Inc. 401 K Profit Sharing Plan1 Source Consulting, Inc.$6,942,7352023
Revenue Authority Of P.G. County 401k PlanRevenue Authority Of Prince$4,350,5822023
Alphonzo L. Davidson Dds Pa Profit Sharing Plan And TrustAlphonzo L. Davidson Dds Pa$1,246,6252023
Systems Application & Technologies, Inc. Health And Welfare PlanSystems Application & Technologies, Inc.not reported in the loaded dataset2023
The Foundation Schools Welfare Benefit PlanThe Foundation Schoolsnot reported in the loaded dataset2023
Phoenix International Holdings Welfare Benefit PlanPhoenix International Holdings, Inc.not reported in the loaded dataset2023
Strativia, LLC Health & Welfare PlanStrativia, LLCnot reported in the loaded dataset2023

Related Form 5500 pages