Plan5500

Beaufort, SC 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, Beaufort, SC has 9 loaded benefit plan(s) reported by 8 plan sponsor(s), with $35,469,556 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
8
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$35.5MSummed across loaded plans$35,468,813
Total reported assets$35.5M$35,469,556
Total reported participants695
Total reported liabilities$743

Reported net position

Reported assets = net assets + liabilities (summed)$35.5M total assets
Net assets$35.5MLiabilities$743
Contributions & income
Employer contributions$1.5M
Participant contributions$1.9M
Total income / additions$8.5M
Expenses & distributions
Benefits paid / distributions$2.6M
Total expenses$2.8M
Net increase / (decrease)$5.6M

Data coverage

Plans with financial statements8 / 9 (89%)
Plans with provider compensation2 / 9 (22%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Beaufort, SC 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

Beaufort market comparison

Largest plan share of assets34%Venture Inc Of Beaufort 401(K) Plan
Participants per plan77Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Beaufort

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

  1. 1
    Venture Inc Of Beaufort 401(K) Plan$12.2M
    Venture Inc Of Beaufort · 2023
  2. 2
    Howell, Gibson & Hughes P.A. Profit Sharing 401(K) Plan$9.1M
    Howell, Gibson & Hughes, P.A. · 2023
  3. 3
    J.H. Hiers Construction 401(K) Profit Sharing Plan$4.9M
    J.H. Hiers Construction, LLC · 2023
  4. 4
    Gene W. Grace, D.D.S., P.A. Employees' Profit Sharing Plan And Trust$4.7M
    Gene W. Grace, D.D.S., P.A. · 2023
  5. 5
    Mitchell Brothers Retirement Savings Plan$4M
    Mitchell Brothers, Inc. · 2023
  6. 6
    Sculley, Inc. Retirement Plan$233.6K
    Sculley, Inc. · 2023
  7. 7
    Shoreside Investment Corporation 401(K) Plan$210K
    Shoreside Investment Corporation · 2023
  8. 8
    Birdsong Creek, Inc. 401(K) Plan$126.6K
    Birdsong Creek, Inc. · 2023
  9. 9
    Venture, Inc. Of Beaufort Employee Benefits Plannot reported in the loaded dataset
    Venture, Inc. Of Beaufort · 2023

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

Related Form 5500 pages