Plan5500

East Swanzey, NH 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, East Swanzey, NH has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $11,714,633 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
1
Latest filing year
2023

What stands out in East Swanzey

  • 2 loaded plans hold $11.7M in reported assets across 1 sponsors.
  • The largest, William F Fenton, LLC 401(K) Plan, holds 100% of reported East Swanzey plan assets.
  • Plans cover 371 participants — about 186 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.7MSummed across loaded plans$11,714,633
Total reported assets$11.7M$11,714,633
Total reported participants371
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.7M total assets
Net assets$11.7MLiabilities$0
Contributions & income
Employer contributions$301K
Participant contributions$710.7K
Total income / additions$2.7M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.3M
Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for East Swanzey, NH 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

East Swanzey market comparison

Largest plan share of assets100%William F Fenton, LLC 401(K) Plan
Participants per plan186Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in East Swanzey

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

  1. 1
    William F Fenton, LLC 401(K) Plan$11.7M
    William F Fenton, LLC · 2023
  2. 2
    William F. Fenton, LLC Employee Medical Plannot reported in the loaded dataset
    William F. Fenton, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for East Swanzey, NH?
2 plan(s) reported by 1 sponsor(s) are loaded for East Swanzey, NH.

Related Form 5500 pages