Plan5500

Stewartsville, 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, Stewartsville, NJ has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $3,412,078 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 Stewartsville

  • 2 loaded plans hold $3.4M in reported assets across 2 sponsors.
  • The largest, Sam Marina Advertising Inc Welfare Benefit Plan & Trust, holds 88% of reported Stewartsville plan assets.
  • Plans cover 10 participants — about 5 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$3.4MSummed across loaded plans$3,412,078
Total reported assets$3.4M$3,412,078
Total reported participants10
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.4M total assets
Net assets$3.4MLiabilities$0
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)-$79.5K

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 Stewartsville, 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

Stewartsville market comparison

Largest plan share of assets88%Sam Marina Advertising Inc Welfare Benefit Plan & Trust
Participants per plan5Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Stewartsville

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

  1. 1
    Sam Marina Advertising Inc Welfare Benefit Plan & Trust$3M
    Marina Family LLC · 2023
  2. 2
    Obota And Family Company 401(K) Plan$402.5K
    Obota And Family Company · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages