Mount Pleasant, 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, Mount Pleasant, SC has 40 loaded benefit plan(s) reported by 38 plan sponsor(s), with $76,728,412 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
40
Plan sponsors
38
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$76,728,412
Total reported liabilities (EOY)
$1,128,243
Total reported net assets (EOY)
$75,833,797

Contributions & income

Employer contributions
$2,243,454
Participant contributions
$5,113,284
Total income / additions
$22,775,981

Expenses & distributions

Benefits paid / distributions
$6,252,995
Total expenses
$6,557,856
Net increase / (decrease)
$16,218,125

Coverage

Total reported participants
4,306
Plans with financial statements
35
Plans with provider compensation
7

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mount Pleasant, 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.

Largest loaded plans by reported assets

Largest loaded plans in Mount Pleasant, SC
PlanSponsorReported assets (EOY)Year
Bgi LLC 401k And Profit Sharing PlanBgi LLC$32,750,6832023
Dwg, Inc. Consulting Engineers Employee Stock Ownership PlanDwg, Inc. Consulting Engineers$14,105,8822023
Bgi Collective Bargaining Agreement Safe Harbor 401k PlanBgi, LLC$6,399,7612023
Hawkes Learning 401(K) PlanQuant Systems, Inc$4,274,8892023
Hubner Manufacturing Corp. 401(K) Retirement Savings PlanHubner Manufacturing Corp.$4,051,4372023
Charlestowne Hotels, Inc. 401(K) PlanCh Employees, LLC$3,267,7842023
Gene Reed Enterprises 401(K) Retirement PlanGene Reed Enterprises, Inc.$2,511,0812023
Revyve Co. 401(K) PlanRevyve Co.$1,764,4412023
Tes Holdings, Inc. 401(K) PlanTes Holdings, Inc.$1,595,7922023
Crowdstack, Inc. 401(K) PlanCrowdstack, Inc.$1,587,3332023
Low Country Spirits & Wines Of S.C. Inc. Retirement PlanLow Country Spirits & Wines Of S.C. Inc.$624,0432023
Millenia Medical Staffing 401(K) PlanMillenia Medical Services, Inc.$575,2952023
Charleston Dumpsters, Inc. Retirement PlanCharleston Dumpsters, Inc.$525,4112023
Sightline Holdings, Inc. Retirement PlanSightline Holdings, Inc.$465,8542023
Lcb Ventures, Inc. 401(K) PlanLcb Ventures, Inc.$394,6422023
Semper Pergendum Logistics Solutions Corp. Retirement PlanSemper Pergendum Logistics Solutions Corp.$321,0072023
Calhoun Lowcountry Holdings Inc. Retirement PlanCalhoun Lowcountry Holdings Inc.$276,0982023
Acorn Ventures, Inc. 401(K) PlanAcorn Ventures, Inc.$187,4092023
Palmetto Property Enrichment, Inc. Profit Sharing PlanPalmetto Property Enrichment, Inc.$153,2112023
Blue Sky Endurance, Inc. 401(K) PlanBlue Sky Endurance, Inc.$116,7682023
A. Lemke, Inc. 401(K) Profit Sharing PlanA. Lemke, Inc.$116,2582023
Lights Up Y'All Corp. Retirement PlanLights Up Y'All Corp.$115,7202023
Mount Pleasant Business Enterprises Inc. Retirement PlanMount Pleasant Business Enterprises Inc.$108,8882023
Goode Subs, Inc. Retirement PlanGoode Subs Inc$100,0002023
Bene Hospitality Group 401(K) PlanBene Management Group, LLC$94,2072023

Related Form 5500 pages