Plan5500

York, 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, York, SC has 14 loaded benefit plan(s) reported by 12 plan sponsor(s), with $20,952,920 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
14
Plan sponsors
12
Latest filing year
2023

What stands out in York

  • 14 loaded plans hold $21M in reported assets across 12 sponsors.
  • The largest, Fomas, Inc. 401(K) Plan, holds 41% of reported York plan assets.
  • Plans cover 573 participants — about 41 per plan.
  • 79% 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$21MSummed across loaded plans$20,952,920
Total reported assets$21M$20,952,920
Total reported participants573
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$21M total assets
Net assets$21MLiabilities$0
Contributions & income
Employer contributions$1.6M
Participant contributions$275.8K
Total income / additions$4M
Expenses & distributions
Benefits paid / distributions$1.8M
Total expenses$1.8M
Net increase / (decrease)$2.2M

Data coverage

Plans with financial statements11 / 14 (79%)
Plans with provider compensation0 / 14 ()

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

York market comparison

Largest plan share of assets41%Fomas, Inc. 401(K) Plan
Participants per plan41Average across loaded plans
Plan sponsors12
Ranked by reported assets

Largest loaded plans in York

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

  1. 1
    Fomas, Inc. 401(K) Plan$8.6M
    Fomas, Inc. · 2023
  2. 2
    York Electric Cooperative Inc., Retiree Welfare Benefit Plan$8.1M
    York Electric Cooperative Inc. · 2023
  3. 3
    York Bancshares, Inc. Employee Stock Ownership Plan$1.7M
    York Bancshares, Inc. · 2023
  4. 4
    Sl Patterson Inc. 401k Profit Sharing Plan$1M
    Sl Patterson Inc. · 2023
  5. 5
    Forklifts Unlimited & Services, Inc. Profit Sharing Plan$572.7K
    Forklifts Unlimited & Services, Inc. · 2023
  6. 6
    Fitgenek Incorporated 401(K) Profit Sharing Plan$403.8K
    Fitgenek Incorporated · 2023
  7. 7
    Ohana Enterprise Inc. Retirement Plan$363.5K
    Ohana Enterprise Inc. · 2023
  8. 8
    Cain Rabbit Ventures, Inc. 401(K) Plan$199.7K
    Cain Rabbit Ventures, Inc. · 2023
  9. 9
    Quality Interiors Of The Carolinas, Inc. 401(K) Plan$11.6K
    Quality Interiors Of The Carolinas, Inc. · 2023
  10. 10
    Mindful Balance, Inc. 401(K) Plan$381
    Mindful Balance, Inc. · 2023
  11. 11
    Pinsight Technology, Inc. Retirement Plan$0
    Pinsight Technology, Inc. · 2023
  12. 12
    Substation Concrete Services Incorporated Medical Dental & Vision Plannot reported in the loaded dataset
    Substation Concrete Services Incorporated · 2023
  13. 13
    Fomas, Inc. Flexible Benefits Plannot reported in the loaded dataset
    Fomas, Inc. · 2023
  14. 14
    Substation Concrete Services Incorporated Life, Disability & Ad&D Plannot reported in the loaded dataset
    Substation Concrete Services Incorporated · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for York, SC?
14 plan(s) reported by 12 sponsor(s) are loaded for York, SC.

Related Form 5500 pages