Plan5500

Mauldin, 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, Mauldin, SC has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $309,972 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Mauldin

  • 4 loaded plans hold $310K in reported assets across 4 sponsors.
  • The largest, Turner Ventures Inc. Retirement Plan, holds 73% of reported Mauldin plan assets.
  • Plans cover 867 participants — about 217 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$310KSummed across loaded plans$309,972
Total reported assets$310K$309,972
Total reported participants867
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$310K total assets
Net assets$310KLiabilities—
Contributions & income
Total income / additions$23.3K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$23.3K

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation1 / 4 (25%)

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

Mauldin market comparison

Largest plan share of assets73%Turner Ventures Inc. Retirement Plan
Participants per plan217Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Mauldin

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

  1. 1
    Turner Ventures Inc. Retirement Plan$226K
    Turner Ventures Inc. · 2023
  2. 2
    Lfi Of Alabama Retirement Plan$84K
    Lf Insurance, Corp. · 2023
  3. 3
    Group Insurance Plan Mount Vernonnot reported in the loaded dataset
    Mount Vernon Mills, Inc. · 2023
  4. 4
    Priority One Security Inc. Health Plannot reported in the loaded dataset
    Priority One Security Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Mauldin, SC?
4 plan(s) reported by 4 sponsor(s) are loaded for Mauldin, SC.

Related Form 5500 pages