How many Form 5500 benefit plans are loaded for Sea Isle City, NJ?

1 plan(s) reported by 1 sponsor(s) are loaded for Sea Isle City, NJ.

Sea Isle 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, Sea Isle City, NJ has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $367,059 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans: 1
Plan sponsors: 1
Latest filing year: 2023

What stands out in Sea Isle City

1 loaded plans hold $367.1K in reported assets across 1 sponsors.
The largest, Bedford And Main Financial Consulting, Inc. Retirement Plan, holds 100% of reported Sea Isle City plan assets.
Plans cover 2 participants — about 2 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$367.1KSummed across loaded plans$367,059

Total reported assets$367.1K$367,059

Total reported participants2

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$367.1K total assets

Net assets$367.1KLiabilities—

Contributions & income

Employer contributionsNot reported

Participant contributions$30K

Total income / additions-$227K

Expenses & distributions

Benefits paid / distributionsNot reported

Total expenses$27

Net increase / (decrease)-$227K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sea Isle 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

Sea Isle City market comparison

Largest plan share of assets100%Bedford And Main Financial Consulting, Inc. Retirement Plan

Participants per plan2Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Sea Isle City

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

1
Bedford And Main Financial Consulting, Inc. Retirement Plan$367.1K
Bedford And Main Financial Consulting, Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Sea Isle City, NJ?: 1 plan(s) reported by 1 sponsor(s) are loaded for Sea Isle City, NJ.