Plan5500

St.Helena Island, 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, St.Helena Island, SC has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $12,121,544 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in St.Helena Island

  • 3 loaded plans hold $12.1M in reported assets across 3 sponsors.
  • The largest, Seaside Farm, Inc. Employee Stock Ownership Plan, holds 90% of reported St.Helena Island plan assets.
  • Plans cover 41 participants — about 14 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$11.7MSummed across loaded plans$11,666,544
Total reported assets$12.1M$12,121,544
Total reported participants41
Total reported liabilities$455K$455,000

Reported net position

Reported assets = net assets + liabilities (summed)$12.1M total assets
Net assets$11.7MLiabilities$455K
Contributions & income
Total income / additions$3.5M
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$1.8K
Net increase / (decrease)$3.5M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for St.Helena Island, 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

St.Helena Island market comparison

Largest plan share of assets90%Seaside Farm, Inc. Employee Stock Ownership Plan
Participants per plan14Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in St.Helena Island

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

  1. 1
    Seaside Farm, Inc. Employee Stock Ownership Plan$11M
    Seaside Farm,Inc. · 2023

Largest plans in St.Helena Island → · St.Helena Island plans by participants → · St.Helena Island plans with financial data → · St.Helena Island plans with provider compensation → · $1B+ plans in St.Helena Island →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for St.Helena Island, SC?
3 plan(s) reported by 3 sponsor(s) are loaded for St.Helena Island, SC.

Related Form 5500 pages