Plan5500

Margate City, NJ 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, Margate City, NJ has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $10,943,832 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 Margate City

  • 2 loaded plans hold $10.9M in reported assets across 2 sponsors.
  • The largest, Tax Deferred Annuity Plan Of Jewish Family Service Of Atlantic County, holds 82% of reported Margate City plan assets.
  • Plans cover 380 participants — about 190 per plan.
  • 100% 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$10.9MSummed across loaded plans$10,943,832
Total reported assets$10.9M$10,943,832
Total reported participants380
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$10.9M total assets
Net assets$10.9MLiabilities—
Contributions & income
Employer contributions$354.4K
Participant contributions$273.6K
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$247.1K
Total expenses$262.9K
Net increase / (decrease)$1.9M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Margate City, NJ 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

Margate City market comparison

Largest plan share of assets82%Tax Deferred Annuity Plan Of Jewish Family Service Of Atlantic County
Participants per plan190Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Margate City

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

  1. 1
    Tax Deferred Annuity Plan Of Jewish Family Service Of Atlantic County$9M
    Jewish Family Service Of Atlantic County, Inc. · 2023
  2. 2
    Cindy J Baen Profit Sharing Plan$1.9M
    Law Offices Of Cindy J Baen, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages