Plan5500

Walterboro, 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, Walterboro, SC has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $3,870,854 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Walterboro

  • 5 loaded plans hold $3.9M in reported assets across 5 sponsors.
  • The largest, Bank Of The Lowcountry Retirement Plan, holds 69% of reported Walterboro plan assets.
  • Plans cover 225 participants — about 45 per plan.
  • 80% 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$3.9MSummed across loaded plans$3,870,854
Total reported assets$3.9M$3,870,854
Total reported participants225
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.9M total assets
Net assets$3.9MLiabilities$0
Contributions & income
Employer contributions$224.1K
Participant contributions$179.3K
Total income / additions$823.3K
Expenses & distributions
Benefits paid / distributions$1.7M
Total expenses$1.7M
Net increase / (decrease)-$925.2K

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation0 / 5 ()

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

Walterboro market comparison

Largest plan share of assets69%Bank Of The Lowcountry Retirement Plan
Participants per plan45Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Walterboro

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

  1. 1
    Bank Of The Lowcountry Retirement Plan$2.7M
    Bank Of The Lowcountry · 2023
  2. 2
    Lucas Electric Company Profit Sharing$548.7K
    Charles S Nettles · 2023
  3. 3
    Coastal Electric Cooperative, Inc., Retiree Welfare Benefit Plan$547.3K
    Coastal Electric Cooperative,Inc. · 2023
  4. 4
    Casey R Bartman Md Pc Profit Sharing & 401(K) Plan$95.5K
    Casey R Bartman Md Pc · 2023
  5. 5
    Palmetto Rural Tele Prototype Plannot reported in the loaded dataset
    Palmetto Rural Telephone Co-Op, Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Walterboro, SC?
5 plan(s) reported by 5 sponsor(s) are loaded for Walterboro, SC.

Related Form 5500 pages