Plan5500

Angier, 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, Angier, NC has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $24,478,194 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Angier

  • 2 loaded plans hold $24.5M in reported assets across 2 sponsors.
  • The largest, Lane & Associates, Inc. 401(K) Plan, holds 94% of reported Angier plan assets.
  • Plans cover 734 participants — about 367 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$24.5MSummed across loaded plans$24,478,194
Total reported assets$24.5M$24,478,194
Total reported participants734
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$24.5M total assets
Net assets$24.5MLiabilities$0
Contributions & income
Employer contributions$1.2M
Participant contributions$2.5M
Total income / additions$7M
Expenses & distributions
Benefits paid / distributions$907.2K
Total expenses$1M
Net increase / (decrease)$6M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

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

Computed from loaded plans

Angier market comparison

Largest plan share of assets94%Lane & Associates, Inc. 401(K) Plan
Participants per plan367Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Angier

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

  1. 1
    Lane & Associates, Inc. 401(K) Plan$23M
    Lane & Associates, Inc. · 2023
  2. 2
    Cherokee Instruments Inc Employee Stock Ownership Plan$1.5M
    Cherokee Instruments Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Angier, NC?
2 plan(s) reported by 2 sponsor(s) are loaded for Angier, NC.

Related Form 5500 pages