How many Form 5500 benefit plans are loaded for Chepachet, RI?

1 plan(s) reported by 1 sponsor(s) are loaded for Chepachet, RI.

Chepachet, RI 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, Chepachet, RI has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $2,585,288 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 Chepachet

1 loaded plans hold $2.6M in reported assets across 1 sponsors.
The largest, Harmony Hill School Tax Sheltered Annuity Plan, holds 100% of reported Chepachet plan assets.
Plans cover 222 participants — about 222 per plan.
100% of loaded plans report full Schedule H/I financial statements.
100% report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.6MSummed across loaded plans$2,585,288

Total reported assets$2.6M$2,585,288

Total reported participants222

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.6M total assets

Net assets$2.6MLiabilities$0

Contributions & income

Employer contributionsNot reported

Participant contributions$96.8K

Total income / additions$482.2K

Expenses & distributions

Benefits paid / distributions$256.3K

Total expenses$272.3K

Net increase / (decrease)$210K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Chepachet, RI 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

Chepachet market comparison

Largest plan share of assets100%Harmony Hill School Tax Sheltered Annuity Plan

Participants per plan222Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Chepachet

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

1
Harmony Hill School Tax Sheltered Annuity Plan$2.6M
Harmony Hill School, Inc. · 2023

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

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Frequently asked questions

How many Form 5500 benefit plans are loaded for Chepachet, RI?: 1 plan(s) reported by 1 sponsor(s) are loaded for Chepachet, RI.