Ocean, 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, Ocean, NJ has 8 loaded benefit plan(s) reported by 7 plan sponsor(s), with $11,662,029 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
7
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.6MSummed across loaded plans$11,642,275
Total reported assets$11.7M$11,662,029
Total reported participants932
Total reported liabilities$19.8K$19,754

Reported net position

Reported assets = net assets + liabilities (summed)$11.7M total assets
Net assets$11.6MLiabilities$19.8K
Contributions & income
Employer contributions$234.9K
Participant contributions$1.2M
Total income / additions$3M
Expenses & distributions
Benefits paid / distributions$617.7K
Total expenses$634.6K
Net increase / (decrease)$2.4M

Data coverage

Plans with financial statements5 / 8 (63%)
Plans with provider compensation1 / 8 (13%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ocean, 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.

Largest loaded plans by reported assets

Largest loaded plans in Ocean, NJ
PlanSponsorReported assets (EOY)Year
Advisors Mortgage Group 401(K) PlanAdvisors Mortgage Group$10,962,3082023
North American Crop Retirement PlanNorth American Crop, Inc.$300,4332023
Bellazio Ventures, Inc. Retirement PlanBellazio Ventures, Inc.$274,9322023
Plutus Logistic Corp 401(K) PlanPlutus Logistic Corp$103,6122023
Screenberg Inc. Retirement PlanScreenberg Inc.$20,7442023
Salt Hotels LLC Wrap Benefit PlanSalt Hotels LLCnot reported in the loaded dataset2023
Advisors Mortgage Group, LLC Health & Welfare Benefits PlanAdvisors Mortgage Group, LLCnot reported in the loaded dataset2023
Adeptus Partners, LLC Health And Welfare BenefitAdeptus Partners, LLCnot reported in the loaded dataset2023

Related Form 5500 pages