Plan5500

Apex, 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, Apex, NC has 44 loaded benefit plan(s) reported by 41 plan sponsor(s), with $38,432,894 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
44
Plan sponsors
41
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$39.4MSummed across loaded plans$39,372,340
Total reported assets$38.4M$38,432,894
Total reported participants4.1K4,104
Total reported liabilities$370

Reported net position

Reported assets = net assets + liabilities (summed)$38.4M total assets
Net assets$39.4MLiabilities$370
Contributions & income
Employer contributions$1.2M
Participant contributions$2.7M
Total income / additions$10.2M
Expenses & distributions
Benefits paid / distributions$2.3M
Total expenses$2.5M
Net increase / (decrease)$7.7M

Data coverage

Plans with financial statements36 / 44 (82%)
Plans with provider compensation4 / 44 (9%)

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

Apex market comparison

Largest plan share of assets25%Goprime Mortgage, Inc. 401(K) Plan
Participants per plan93Average across loaded plans
Plan sponsors41
Ranked by reported assets

Largest loaded plans in Apex

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

  1. 1
    Goprime Mortgage, Inc. 401(K) Plan$9.5M
    Goprime Mortgage, Inc. · 2023
  2. 2
    Triad Math & Science Academy 401(K) Plan$6.6M
    Triad Math & Science Academy Company · 2023
  3. 3
    Harold K. Jordan & Co., Inc. 401(K) Profit Sharing Plan And Trust$5.6M
    Harold K. Jordan & Co. Inc. · 2023
  4. 4
    Bland Landscaping Company, Inc. 401(K) Profit Sharing Plan & Trust$5.4M
    Bland Landscaping Company, Inc. · 2023
  5. 5
    Crmed Pa 401(K) Retirement Plan$2.3M
    Crmed Pa · 2023
  6. 6
    Ths National 401(K) Plan$2.2M
    Ths National, LLC · 2023
  7. 7
    Kmr Graphics, Inc. 401(K) Profit Sharing Plan$1.1M
    Kmr Graphics, Inc. · 2023
  8. 8
    Grokhalov Family Ventures, Inc. Retirement Plan$948.5K
    Grokhalov Family Ventures, Inc. · 2023
  9. 9
    Ktf Ventures Inc. Retirement Plan$481.5K
    Ktf Ventures Inc. · 2023
  10. 10
    Tcl Ventures, Inc. Retirement Plan$424.8K
    Tcl Ventures, Inc. · 2023
  11. 11
    Mercury Signs 401k$391.9K
    Mercury Signs, Incorporated · 2023
  12. 12
    Dojo Gladiators, Inc. 401(K) Profit Sharing Plan$386.3K
    Dojo Gladiators, Inc. · 2023
  13. 13
    Steel Mountain Commercial Services, Inc. Retirement Plan$297K
    Steel Mountain Commercial Services, Inc. · 2023
  14. 14
    Roland Agency Retirement Plan$275K
    Roland Agency, Inc. · 2023
  15. 15
    Dsr Ventures Inc. 401(K) Plan$224.8K
    Dsr Ventures Inc. · 2023
  16. 16
    Vestley, Corp. 401(K) Plan$224.6K
    Vestley, Corp. · 2023
  17. 17
    Elp5 Corporation 401(K) Plan$212K
    Elp5 Corporation · 2023
  18. 18
    Tcl Pizza Inc. Retirement Plan$211.1K
    Tcl Pizza Inc. · 2023
  19. 19
    Sr Reynolds Specialties, Inc. 401(K) Profit Sharing Plan$182K
    Sr Reynolds Specialties, Inc. · 2023
  20. 20
    Gft Management Co. 401(K) Plan$168.6K
    Gft Management Co. · 2023
  21. 21
    Brown Holloway Corporation 401(K) Plan$148.7K
    Brown Holloway Corporation · 2023
  22. 22
    Tstw, Inc. 401(K) Plan$142.7K
    Tstw, Inc. · 2023
  23. 23
    S & B Legacy Inc 401(K) Plan$131K
    S & B Legacy Inc · 2023
  24. 24
    Stevens Strategic Analytics Inc. Retirement Plan$128K
    Stevens Strategic Analytics Inc. · 2023
  25. 25
    V4 Victor, Inc. 401(K) Profit Sharing Plan$126K
    V4 Victor, Inc. · 2023

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

Related Form 5500 pages