Waldorf, 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, Waldorf, MD has 15 loaded benefit plan(s) reported by 10 plan sponsor(s), with $112,261,672 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
15
Plan sponsors
10
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$112,261,672
Total reported liabilities (EOY)
$23,710
Total reported net assets (EOY)
$112,237,962

Contributions & income

Employer contributions
$6,140,348
Participant contributions
$7,101,046
Total income / additions
$36,030,964

Expenses & distributions

Benefits paid / distributions
$13,531,286
Total expenses
$14,957,243
Net increase / (decrease)
$21,073,721

Coverage

Total reported participants
4,200
Plans with financial statements
12
Plans with provider compensation
5

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Waldorf, 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 Waldorf, MD
PlanSponsorReported assets (EOY)Year
Chaney Enterprises Companies 401(K) Profit Sharing PlanChaney Enterprises Limited Partnership$70,282,8972023
Waldorf Ford, Inc. Salary Deferral 401(K) Profit Sharing PlanWaldorf Ford, Inc.$28,081,5782023
Community Bank Of The Chesapeake Employee Stock Ownership Plan And TrustCommunity Bank Of The Chesapeake$4,120,1822023
Brennan Title Company 401(K) Profit Sharing Plan And TrustBrennan Title Company$3,641,9702023
Bumpy Oak Corp, Retirement PlanBumpy Oak Corp$3,370,7422023
Clj Consulting & Contracting 401(K) Profit Sharing PlanClj Consulting & Contracting, Ll$1,296,1332023
Community Bank Of The Chesapeake Employee Benefit PlanCommunity Bank Of The Chesapeake$555,8282023
2nd Moon, Inc. 401(K) Profit Sharing Plan2nd Moon, Inc.$371,9472023
Nzk Retirement PlanNzk Inc.$255,9102023
Tahwah Enterprises, Inc. Retirement PlanTahwah Enterprises, Inc.$184,4852023
Freeman 4 Inc. Retirement PlanFreeman 4 Inc.$100,0002023
Community Bank Of The Chesapeake 401k Plan & TrustCommunity Bank Of The Chesapeake$02023
Waldorf Ford, Inc. Welfare Benefits PlanWaldorf Ford, Inc.not reported in the loaded dataset2023
Chaney Enterprises Flexible Benefits PlanChaney Enterprises Limited Partnershipnot reported in the loaded dataset2023
Community Bank Of The Chesapeake Insurance PlanCommunity Bank Of The Chesapeakenot reported in the loaded dataset2023

Related Form 5500 pages