Plan5500

Sheldon, 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, Sheldon, SC has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $5,424,624 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
1
Latest filing year
2023

What stands out in Sheldon

  • 2 loaded plans hold $5.4M in reported assets across 1 sponsors.
  • The largest, Brays Island Plantation 401(K) Profit Sharing Plan And Trust, holds 100% of reported Sheldon plan assets.
  • Plans cover 224 participants — about 112 per plan.
  • 50% 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$5.4MSummed across loaded plans$5,424,624
Total reported assets$5.4M$5,424,624
Total reported participants224
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.4M total assets
Net assets$5.4MLiabilities$0
Contributions & income
Employer contributions$127K
Participant contributions$393.3K
Total income / additions$1.3M
Expenses & distributions
Benefits paid / distributions$283.1K
Total expenses$342.5K
Net increase / (decrease)$986.9K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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

Sheldon market comparison

Largest plan share of assets100%Brays Island Plantation 401(K) Profit Sharing Plan And Trust
Participants per plan112Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Sheldon

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

  1. 1
    Brays Island Plantation 401(K) Profit Sharing Plan And Trust$5.4M
    Brays Island Plantation Colony, Inc . · 2023
  2. 2
    Brays Island Plantation Employees Welfare Benefit Plannot reported in the loaded dataset
    Brays Island Plantation Colony, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Sheldon, SC?
2 plan(s) reported by 1 sponsor(s) are loaded for Sheldon, SC.

Related Form 5500 pages