How many Form 5500 benefit plans are loaded for Lusby, MD?

1 plan(s) reported by 1 sponsor(s) are loaded for Lusby, MD.

Lusby, 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, Lusby, MD has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $155,000 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 Lusby

1 loaded plans hold $155K in reported assets across 1 sponsors.
The largest, Somd Insurance And Financial Services Retirement Plan, holds 100% of reported Lusby plan assets.
Plans cover 1 participants — about 1 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$155KSummed across loaded plans$155,000

Total reported assets$155K$155,000

Total reported participants1

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$155K total assets

Net assets$155KLiabilities—

Contributions & income

Total income / additions$225

Expenses & distributions

Benefits paid / distributionsNot reported

Total expenses$0

Net increase / (decrease)$225

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 Lusby, 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

Lusby market comparison

Largest plan share of assets100%Somd Insurance And Financial Services Retirement Plan

Participants per plan1Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Lusby

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

1
Somd Insurance And Financial Services Retirement Plan$155K
Somd Insurance And Financial Services, Inc. · 2023

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

What to inspect next

Frequently asked questions

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