Money Purchase
2023 plan-year Money Purchase DOL Form 5500

EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC.

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

SUMTER SENIOR SERVICES

This Money Purchase plan holds N/A in total assets and serves 2 participants as of 2023. It is sponsored by SUMTER SENIOR SERVICES in South Carolina.

Total Assets (2023)
N/A
Participants
2
Industry
Healthcare & Social Assistance

What the Filing Says About EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC.

EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. is a Money Purchase retirement plan sponsored by SUMTER SENIOR SERVICES, headquartered in South Carolina. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 2 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 570609664, and the plan has been effective since 1985-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan TypeMoney Purchase
Employer EIN570609664
Plan Effective Date1985-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (SUMTER SENIOR SERVICES)

Year Plans Participants Total Assets
2022 1 3 N/A
2023 1 2 N/A
2024 1 1 N/A

Nearby Money Purchase Plans in South Carolina

Peer Money Purchase plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC.?
As of the 2023 Form 5500 filing, EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. holds N/A in total assets with 2 participants. It is sponsored by SUMTER SENIOR SERVICES.
What type of plan is EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC.?
EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. is a Money Purchase plan. It has been effective since 1985-05-01. The plan is filed with the U.S. Department of Labor under EIN 570609664.
Who sponsors the EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC.?
EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. is sponsored by SUMTER SENIOR SERVICES, located in South Carolina. The sponsor's EIN is 570609664 and the plan operates in the Healthcare & Social Assistance industry.
How did EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. perform in 2023?
EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. held N/A in total assets at the end of 2023.
Where can I find official filings for EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC.?
Official Form 5500 filings for EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 570609664 or plan name at efast.dol.gov.
How does EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. compare to other plans?
You can compare EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. against other Money Purchase plans on the plan type page, or view plans in South Carolina on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 570609664.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.