Plan5500

Walhalla, 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, Walhalla, SC has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $7,460,887 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Walhalla

  • 1 loaded plans hold $7.5M in reported assets across 1 sponsors.
  • The largest, Community First Bank 401(K) Plan, holds 100% of reported Walhalla plan assets.
  • Plans cover 210 participants — about 210 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.5MSummed across loaded plans$7,460,887
Total reported assets$7.5M$7,460,887
Total reported participants210
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.5M total assets
Net assets$7.5MLiabilities$0
Contributions & income
Employer contributions$265.7K
Participant contributions$506.8K
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$552.6K
Total expenses$585.9K
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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

Walhalla market comparison

Largest plan share of assets100%Community First Bank 401(K) Plan
Participants per plan210Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Walhalla

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

  1. 1
    Community First Bank 401(K) Plan$7.5M
    Community First Bank · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages