Plan5500

North Conway, 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, North Conway, NH has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,106,942 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 North Conway

  • 2 loaded plans hold $1.1M in reported assets across 2 sponsors.
  • The largest, Heb Engineers, Inc. Employee Stock Ownership Plan, holds 80% of reported North Conway plan assets.
  • Plans cover 36 participants — about 18 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$1.1MSummed across loaded plans$1,106,942
Total reported assets$1.1M$1,106,942
Total reported participants36
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.1M total assets
Net assets$1.1MLiabilities—
Contributions & income
Employer contributions$15K
Participant contributionsNot reported
Total income / additions$31.2K
Expenses & distributions
Benefits paid / distributions$30.7K
Total expenses$31.1K
Net increase / (decrease)$93

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 North Conway, 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

North Conway market comparison

Largest plan share of assets80%Heb Engineers, Inc. Employee Stock Ownership Plan
Participants per plan18Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in North Conway

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

  1. 1
    Heb Engineers, Inc. Employee Stock Ownership Plan$886.9K
    Heb Engineers, Inc. · 2023
  2. 2
    White Mountain Endodontics Psp Basic$220.1K
    Marion C. Wachnicki Dmd, Pllc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages