Plan5500

New Windsor, 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, New Windsor, MD has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $3,025,770 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 New Windsor

  • 2 loaded plans hold $3M in reported assets across 2 sponsors.
  • The largest, Jhem Productions Inc Profit Sharing Plan, holds 100% of reported New Windsor plan assets.
  • Plans cover 7 participants — about 4 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$3MSummed across loaded plans$3,025,770
Total reported assets$3M$3,025,770
Total reported participants7
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$3M total assets
Net assets$3MLiabilities—
Contributions & income
Employer contributions$66K
Participant contributionsNot reported
Total income / additions$515K
Expenses & distributions
Benefits paid / distributions$39.9K
Total expenses$69.5K
Net increase / (decrease)$445.5K

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 New Windsor, 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

New Windsor market comparison

Largest plan share of assets100%Jhem Productions Inc Profit Sharing Plan
Participants per plan4Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in New Windsor

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

  1. 1
    Jhem Productions Inc Profit Sharing Plan$3M
    Jhem Productions Inc · 2023
  2. 2
    J & L Distributors, Inc. Profit Sharing Plan$0
    J & L Distributors, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages