Archdale, 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, Archdale, NC has 9 loaded benefit plan(s) reported by 7 plan sponsor(s), with $79,102,093 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
7
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$79,102,093
Total reported liabilities (EOY)
$4,684
Total reported net assets (EOY)
$79,097,409

Contributions & income

Employer contributions
$2,028,557
Participant contributions
$5,088,894
Total income / additions
$21,857,206

Expenses & distributions

Benefits paid / distributions
$5,820,684
Total expenses
$5,887,357
Net increase / (decrease)
$15,969,849

Coverage

Total reported participants
2,144
Plans with financial statements
6
Plans with provider compensation
4

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

Largest loaded plans in Archdale, NC
PlanSponsorReported assets (EOY)Year
Hafele America Co. Retirement Savings And Profit Sharing PlanHafele America Co.$49,165,2462023
Jowat Corporation 401(K) Profit Sharing Plan And TrustJowat Corporation$13,575,1412023
Ace/Avant 401(K) Retirement PlanAce/Avant Concrete Construction Co., Inc.$10,902,8932023
Kinamor Incorporated Retirement PlanKinamor Incorporated$3,072,3232023
Carolina Qsc Management, LLC 401(K) Profit Sharing PlanCarolina Qsc Management, LLC$2,141,8372023
Fighter Tribe, Inc. Retirement PlanFighter Tribe, Inc.$244,6532023
Hafele America Co.Hafele America Co.not reported in the loaded dataset2023
Ace/Avant Concrete Construction Co., Inc. Employee Benefits PlanAce/Avant Concrete Construction Co., Inc.not reported in the loaded dataset2023
Wayne Industries, Inc. Health & WelfareWayne Industries, Inc.not reported in the loaded dataset2023

Related Form 5500 pages