Plan5500

Honea Path, 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, Honea Path, SC has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $4,759,749 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 Honea Path

  • 2 loaded plans hold $4.8M in reported assets across 2 sponsors.
  • The largest, Commercial Bank Shares, Inc. Esop W/401(K) Provisions, holds 100% of reported Honea Path plan assets.
  • Plans cover 68 participants — about 34 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$4.8MSummed across loaded plans$4,751,866
Total reported assets$4.8M$4,759,749
Total reported participants68
Total reported liabilities$7.9K$7,883

Reported net position

Reported assets = net assets + liabilities (summed)$4.8M total assets
Net assets$4.8MLiabilities$7.9K
Contributions & income
Employer contributions$175.5K
Participant contributions$108.7K
Total income / additions$608.1K
Expenses & distributions
Benefits paid / distributions$177K
Total expenses$177.2K
Net increase / (decrease)$430.9K

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 Honea Path, 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

Honea Path market comparison

Largest plan share of assets100%Commercial Bank Shares, Inc. Esop W/401(K) Provisions
Participants per plan34Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Honea Path

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

  1. 1
    Commercial Bank Shares, Inc. Esop W/401(K) Provisions$4.8M
    Commercial Bank Shares, Inc. · 2023
  2. 2
    Holly Welch Enterprises Inc 401k Plan$0
    Holly Welch Enterprises Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages