Albemarle, NC 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, Albemarle, NC has 10 loaded benefit plan(s) reported by 5 plan sponsor(s), with $46,824,111 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 10
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $46,824,111
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $46,824,111
Contributions & income
- Employer contributions
- $666,704
- Participant contributions
- $2,765,751
- Total income / additions
- $9,276,834
Expenses & distributions
- Benefits paid / distributions
- $9,116,663
- Total expenses
- $9,431,241
- Net increase / (decrease)
- -$154,407
Coverage
- Total reported participants
- 4,406
- Plans with financial statements
- 4
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Albemarle, NC 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 |
|---|---|---|---|
| Uwharrie Capital Corp Employees 401k Retirement Plan | Uwharrie Capital Corp | $31,120,129 | 2023 |
| Monarch 403(B) Plan | Monarch | $11,915,073 | 2023 |
| Gha Autism Supports 401(K) Plan | Gha Autism Supports | $3,299,881 | 2023 |
| American Fiber & Finishing, Inc. Retirement Plan For Non-Salaried Employees | American Fiber & Finishing, Inc. | $489,028 | 2023 |
| Uwharrie Capital Corp Health Reimbursement Plan | Uwharrie Capital Corp | not reported in the loaded dataset | 2023 |
| Uwharrie Capital Corp Vision Plan | Uwharrie Capital Corp | not reported in the loaded dataset | 2023 |
| Monarch Employee Benefit Plan | Monarch | not reported in the loaded dataset | 2023 |
| Gha Autism Supports Health Plan | Gha Autism Supports | not reported in the loaded dataset | 2023 |
| Uwharrie Capital Corp Disability Plans Std/Ltd | Uwharrie Capital Corp | not reported in the loaded dataset | 2023 |
| Uwharrie Capital Corp Health Plan | Uwharrie Capital Corp | not reported in the loaded dataset | 2023 |
Largest plans in Albemarle → · Albemarle plans by participants → · Albemarle plans with financial data → · Albemarle plans with provider compensation → · $1B+ plans in Albemarle →
Related Form 5500 pages
- All NC Form 5500 filings
- Uwharrie Capital Corp Employees 401k Retirement Plan (plan 001)
- Uwharrie Capital Corp — all reported plans
- Monarch 403(B) Plan (plan 002)
- Monarch — all reported plans
- Gha Autism Supports 401(K) Plan (plan 002)
- Gha Autism Supports — all reported plans
- American Fiber & Finishing, Inc. Retirement Plan For Non-Salaried Employees (plan 001)
- American Fiber & Finishing, Inc. — all reported plans
- Uwharrie Capital Corp Health Reimbursement Plan (plan 503)
- Uwharrie Capital Corp Vision Plan (plan 504)
- Monarch Employee Benefit Plan (plan 501)
- Monarch — all reported plans
- Gha Autism Supports Health Plan (plan 501)
- Uwharrie Capital Corp Disability Plans Std/Ltd (plan 501)
- Uwharrie Capital Corp Health Plan (plan 502)
- Methodology
- Data sources