Plan5500

Weare, 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, Weare, NH has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $3,551,053 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 Weare

  • 2 loaded plans hold $3.6M in reported assets across 2 sponsors.
  • The largest, John C. Brown & Sons, Inc. 401(K) Plan, holds 98% of reported Weare plan assets.
  • Plans cover 60 participants — about 30 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$3.6MSummed across loaded plans$3,551,053
Total reported assets$3.6M$3,551,053
Total reported participants60
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.6M total assets
Net assets$3.6MLiabilities$0
Contributions & income
Employer contributions$47K
Participant contributions$115.8K
Total income / additions$723.3K
Expenses & distributions
Benefits paid / distributions$661.9K
Total expenses$669.5K
Net increase / (decrease)$53.8K

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 Weare, 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

Weare market comparison

Largest plan share of assets98%John C. Brown & Sons, Inc. 401(K) Plan
Participants per plan30Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Weare

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

  1. 1
    John C. Brown & Sons, Inc. 401(K) Plan$3.5M
    John Brown & Sons, Inc. · 2023
  2. 2
    Newcomb Family Enterprise Retirement Plan$78.2K
    Newcomb Family Enterprise Corp. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages