Summerville, 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, Summerville, SC has 51 loaded benefit plan(s) reported by 42 plan sponsor(s), with $204,981,326 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 51
- Plan sponsors
- 42
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $204,981,326
- Total reported liabilities (EOY)
- $34,286
- Total reported net assets (EOY)
- $205,043,155
Contributions & income
- Employer contributions
- $11,328,347
- Participant contributions
- $14,931,243
- Total income / additions
- $57,503,783
Expenses & distributions
- Benefits paid / distributions
- $17,323,742
- Total expenses
- $17,977,471
- Net increase / (decrease)
- $39,526,312
Coverage
- Total reported participants
- 8,618
- Plans with financial statements
- 38
- Plans with provider compensation
- 12
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Summerville, 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 |
|---|---|---|---|
| Advanced Technology International 403(B) Retirement Plan | Advanced Technology International | $48,906,821 | 2023 |
| Kion North America Corporation 401k Plan | Kion North America Corporation | $29,747,811 | 2023 |
| Articularis Healthcare Retirement Plan | Articularis Healthcare Group, Inc. | $26,964,343 | 2023 |
| Charleston Gastro Specialists, P.A. Profit Sharing 401(K) Plan | Charleston Gastroenterology Specialists, P.A. | $18,902,767 | 2023 |
| Thorne Research, Inc. 401(K) Profit Sharing Plan | Thorne Research, Inc. | $17,523,680 | 2023 |
| Rev Federal Credit Union Defined Contribution Plan | Rev Federal Credit Union | $15,958,528 | 2023 |
| Ifa Rotorion North America, LLC 401(K) Plan | Ifa Rotorion North America, LLC | $13,737,097 | 2023 |
| Sportsman Boats Manufacturing, Inc. 401(K) Plan | Sportsman Boats Manufacturing, Inc. | $6,016,687 | 2023 |
| Briteline Extrusions, Inc. Retirement Plan | Briteline Extrusions, Inc. | $4,578,451 | 2023 |
| Pinewood Prepatory School 403(B) Plan | Pinewood Preparatory School | $4,360,376 | 2023 |
| Airpark Holdings, Inc. 401 (K) Plan | Airpark Holdings, Inc. | $4,256,732 | 2023 |
| Rock Oak Services Group, LLC 401(K) Profit Sharing Plan | Rock Oak Services Group, LLC | $3,680,368 | 2023 |
| Knight'S Companies 401k Plan | Knight'S Companies, Inc. | $3,131,490 | 2023 |
| Farnsworth Fai 401k | The Farnsworth Family Agency, Inc. | $2,455,722 | 2023 |
| Lowcountry Orthodontics 401(K) Profit Sharing Plan & Trust | Lowcountry Orthodontics | $1,394,584 | 2023 |
| Roman Deliveries Inc. 401(K) Plan | Roman Deliveries Inc. | $561,705 | 2023 |
| O & S Familia Kampuni 401k Trust | O & S Familia Kampuni Inc. | $396,769 | 2023 |
| Gray Storm 401k | Gray Storm Ltd. | $349,012 | 2023 |
| Happy Thoughts Inc. 401(K) Plan | Happy Thoughts Inc. | $323,003 | 2023 |
| Edl Holdings, Inc. Pension Transfer Trust Plan | Edl Holdings, Inc. | $279,301 | 2023 |
| Mjmmz Corp. 401(K) Plan | Mjmmz Corp. | $258,210 | 2023 |
| S&C Independent Distribution, Inc. 401(K) Profit Sharing Plan | Christina'S Snacks, Inc. | $252,170 | 2023 |
| Slf Services, Inc. Profit Sharing Plan | Slf Services, Inc. | $220,464 | 2023 |
| Heart Pine Holdings, Inc. 401(K) Plan | Heart Pine Holdings, Inc. | $125,917 | 2023 |
| Baca Distributing Inc 401(K) Plan | Baca Distributing Inc | $119,031 | 2023 |
Largest plans in Summerville → · Summerville plans by participants → · Summerville plans with financial data → · Summerville plans with provider compensation → · $1B+ plans in Summerville →
Related Form 5500 pages
- All SC Form 5500 filings
- Advanced Technology International 403(B) Retirement Plan (plan 001)
- Advanced Technology International — all reported plans
- Kion North America Corporation 401k Plan (plan 009)
- Kion North America Corporation — all reported plans
- Articularis Healthcare Retirement Plan (plan 001)
- Articularis Healthcare Group, Inc. — all reported plans
- Charleston Gastro Specialists, P.A. Profit Sharing 401(K) Plan (plan 001)
- Charleston Gastroenterology Specialists, P.A. — all reported plans
- Thorne Research, Inc. 401(K) Profit Sharing Plan (plan 001)
- Thorne Research, Inc. — all reported plans
- Rev Federal Credit Union Defined Contribution Plan (plan 002)
- Rev Federal Credit Union — all reported plans
- Ifa Rotorion North America, LLC 401(K) Plan (plan 001)
- Ifa Rotorion North America, LLC — all reported plans
- Sportsman Boats Manufacturing, Inc. 401(K) Plan (plan 001)
- Sportsman Boats Manufacturing, Inc. — all reported plans
- Briteline Extrusions, Inc. Retirement Plan (plan 003)
- Briteline Extrusions, Inc. — all reported plans
- Pinewood Prepatory School 403(B) Plan (plan 001)
- Pinewood Preparatory School — all reported plans
- Airpark Holdings, Inc. 401 (K) Plan (plan 001)
- Airpark Holdings, Inc. — all reported plans
- Rock Oak Services Group, LLC 401(K) Profit Sharing Plan (plan 001)
- Rock Oak Services Group, LLC — all reported plans
- Knight'S Companies 401k Plan (plan 001)
- Knight'S Companies, Inc. — all reported plans
- Farnsworth Fai 401k (plan 001)
- The Farnsworth Family Agency, Inc. — all reported plans
- Lowcountry Orthodontics 401(K) Profit Sharing Plan & Trust (plan 001)
- Lowcountry Orthodontics — all reported plans
- Methodology
- Data sources