Simpsonville, 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, Simpsonville, SC has 36 loaded benefit plan(s) reported by 29 plan sponsor(s), with $107,061,384 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 36
- Plan sponsors
- 29
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $107,061,384
- Total reported liabilities (EOY)
- $1,855
- Total reported net assets (EOY)
- $107,059,529
Contributions & income
- Employer contributions
- $5,811,016
- Participant contributions
- $8,588,006
- Total income / additions
- $30,665,784
Expenses & distributions
- Benefits paid / distributions
- $11,388,037
- Total expenses
- $11,771,483
- Net increase / (decrease)
- $18,894,301
Coverage
- Total reported participants
- 7,101
- Plans with financial statements
- 25
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Simpsonville, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Fitesa 401(K) Retirement Savings Plan | Fitesa Simpsonville, Inc. | $58,340,264 | 2023 |
| Southside Christian School 401(K) Retirement Plan | Southside Christian School | $11,020,946 | 2023 |
| Sunland Logistics Solutions, Inc. 401(K) Salary Reduction Plan & Trust | Sunland Logistics Solutions, Inc. | $10,379,130 | 2023 |
| Jackson Marketing Group, Inc. 401k Profit Sharing | Jackson Marketing Group, Inc. | $7,764,657 | 2023 |
| Proactive Md Management Services 401(K) Profit Sharing Plan And Trust | Proactive Md Management Services, LLC | $6,844,759 | 2023 |
| Executive Cabinetry, LLC 401(K) P/S Plan | Executive Cabinetry, LLC | $4,546,524 | 2023 |
| Instel Power Services, Inc. 401(K) Plan | Instel Power Services, Inc. | $1,643,637 | 2023 |
| Simpsonville Dental Associates, P.A. Profit Sharing Plan And Trust | Simpsonville Dental Associates, P.A. | $1,632,031 | 2023 |
| Davekim Family Inc. Retirement Plan | Davekim Family Inc. | $851,176 | 2023 |
| Hucks Financial Services 401(K) Retirement Plan | Hucks Financial Services, LLC | $830,953 | 2023 |
| Jat Investments Inc 401(K) Plan | Jat Investments Inc | $659,130 | 2023 |
| Home Again Carolina, Inc. 401(K) Profit Sharing Plan | Home Again Carolina, Inc. | $591,540 | 2023 |
| Blessings Group, Inc 401(K) Plan | Blessings Group, Inc. | $543,625 | 2023 |
| Mags Enterprises Inc. Profit Sharing Plan | Mags Enterprises Inc. | $533,366 | 2023 |
| Helios Lighting Incorporated Retirement Plan | Helios Lighting Incorporated | $225,830 | 2023 |
| Shands Medical Staffing Inc. Retirement Plan | Shands Medical Staffing Inc. | $209,508 | 2023 |
| Headwaters Home Inspection Inc. Retirement Plan | Headwaters Home Inspection Inc. | $176,770 | 2023 |
| Palmetto Property Management Solutions, Inc. 401(K) Profit Sharing Plan | Palmetto Property Management Solutions, Inc. | $136,434 | 2023 |
| Strickland Striping Inc. Retirement Plan | Strickland Striping Inc. | $110,000 | 2023 |
| Dominion Ventures, Inc. 401(K) Plan | Dominion Ventures, Inc. | $15,612 | 2023 |
| Sptg Hf Inc. 401(K) Plan | Sptg Hf Inc. | $4,636 | 2023 |
| Sljb Incorporated 401(K) Profit Sharing Plan | Sljb Incorporated | $479 | 2023 |
| Southern Heart And Soul Inc. Retirement Plan | Southern Heart And Soul Inc. | $349 | 2023 |
| Invaluable Partners Inc. Retirement Plan | Invaluable Partners Inc. | $28 | 2023 |
| Z.V. Distributors, Inc. 401(K) Plan | Z.V. Distributors, Inc. | $0 | 2023 |
Largest plans in Simpsonville → · Simpsonville plans by participants → · Simpsonville plans with financial data → · Simpsonville plans with provider compensation → · $1B+ plans in Simpsonville →
Related Form 5500 pages
- All SC Form 5500 filings
- Fitesa 401(K) Retirement Savings Plan (plan 001)
- Fitesa Simpsonville, Inc. — all reported plans
- Southside Christian School 401(K) Retirement Plan (plan 001)
- Southside Christian School — all reported plans
- Sunland Logistics Solutions, Inc. 401(K) Salary Reduction Plan & Trust (plan 001)
- Sunland Logistics Solutions, Inc. — all reported plans
- Jackson Marketing Group, Inc. 401k Profit Sharing (plan 001)
- Jackson Marketing Group, Inc. — all reported plans
- Proactive Md Management Services 401(K) Profit Sharing Plan And Trust (plan 001)
- Proactive Md Management Services, LLC — all reported plans
- Executive Cabinetry, LLC 401(K) P/S Plan (plan 001)
- Executive Cabinetry, LLC — all reported plans
- Instel Power Services, Inc. 401(K) Plan (plan 001)
- Instel Power Services, Inc. — all reported plans
- Simpsonville Dental Associates, P.A. Profit Sharing Plan And Trust (plan 001)
- Simpsonville Dental Associates, P.A. — all reported plans
- Davekim Family Inc. Retirement Plan (plan 001)
- Davekim Family Inc. — all reported plans
- Hucks Financial Services 401(K) Retirement Plan (plan 001)
- Hucks Financial Services, LLC — all reported plans
- Jat Investments Inc 401(K) Plan (plan 001)
- Jat Investments Inc — all reported plans
- Home Again Carolina, Inc. 401(K) Profit Sharing Plan (plan 001)
- Home Again Carolina, Inc. — all reported plans
- Blessings Group, Inc 401(K) Plan (plan 001)
- Blessings Group, Inc. — all reported plans
- Mags Enterprises Inc. Profit Sharing Plan (plan 001)
- Mags Enterprises Inc. — all reported plans
- Helios Lighting Incorporated Retirement Plan (plan 001)
- Helios Lighting Incorporated — all reported plans
- Methodology
- Data sources