Belmont, 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, Belmont, NC has 13 loaded benefit plan(s) reported by 9 plan sponsor(s), with $227,153,208 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $227,153,208
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $227,153,208
Contributions & income
- Employer contributions
- $4,719,001
- Participant contributions
- $12,367,752
- Total income / additions
- $57,015,851
Expenses & distributions
- Benefits paid / distributions
- $23,443,682
- Total expenses
- $23,949,914
- Net increase / (decrease)
- $33,065,937
Coverage
- Total reported participants
- 8,429
- Plans with financial statements
- 8
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Belmont, 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 |
|---|---|---|---|
| Vallen Distribution, Inc. 401(K) Plan | Vallen Distribution, Inc. | $189,783,952 | 2023 |
| Belmont Abbey College Retirement Plan | Belmont Abbey College, Inc. | $30,883,337 | 2023 |
| Holy Angels, Inc. 403(B) Retirement Savings Plan | Holy Angels, Inc. | $6,041,122 | 2023 |
| Meaningful Legacy Corp. Retirement Plan | Meaningful Legacy Corp. | $208,135 | 2023 |
| Pack Family G5 Inc 401k Profit Sharing Plan | Pack Family G5 Inc. | $165,327 | 2023 |
| Dae Premier Market 401k Trust | Dae Premier Market Inc. | $56,900 | 2023 |
| Agd Renovations, Inc. Profit Sharing Plan | Agd Renovations, Inc. | $14,435 | 2023 |
| Wilbert, Inc. 401(K) Retirement Savings Plan | Wilbert, Inc. | $0 | 2023 |
| Vallen Distribution, Inc. Health & Welfare Plan | Vallen Distribution, Inc. | not reported in the loaded dataset | 2023 |
| Belmont Abbey College Inc Employee Health And Welfare Benefit Plan | Belmont Abbey College, Inc | not reported in the loaded dataset | 2023 |
| Holy Angels Health And Welfare Benefit Plan | Holy Angels, Inc. | not reported in the loaded dataset | 2023 |
| Infinity Contractors, Inc. Welfare Benefit Plan | Infinity Contractors, Inc. | not reported in the loaded dataset | 2023 |
| Wilbert, Inc. Group Health Benefit Plan | Wilbert, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Belmont → · Belmont plans by participants → · Belmont plans with financial data → · Belmont plans with provider compensation → · $1B+ plans in Belmont →
Related Form 5500 pages
- All NC Form 5500 filings
- Vallen Distribution, Inc. 401(K) Plan (plan 001)
- Vallen Distribution, Inc. — all reported plans
- Belmont Abbey College Retirement Plan (plan 002)
- Belmont Abbey College, Inc. — all reported plans
- Holy Angels, Inc. 403(B) Retirement Savings Plan (plan 001)
- Holy Angels, Inc. — all reported plans
- Meaningful Legacy Corp. Retirement Plan (plan 001)
- Meaningful Legacy Corp. — all reported plans
- Pack Family G5 Inc 401k Profit Sharing Plan (plan 001)
- Pack Family G5 Inc. — all reported plans
- Dae Premier Market 401k Trust (plan 001)
- Dae Premier Market Inc. — all reported plans
- Agd Renovations, Inc. Profit Sharing Plan (plan 001)
- Agd Renovations, Inc. — all reported plans
- Wilbert, Inc. 401(K) Retirement Savings Plan (plan 005)
- Wilbert, Inc. — all reported plans
- Vallen Distribution, Inc. Health & Welfare Plan (plan 502)
- Belmont Abbey College Inc Employee Health And Welfare Benefit Plan (plan 501)
- Holy Angels Health And Welfare Benefit Plan (plan 501)
- Infinity Contractors, Inc. Welfare Benefit Plan (plan 501)
- Infinity Contractors, Inc. — all reported plans
- Wilbert, Inc. Group Health Benefit Plan (plan 501)
- Methodology
- Data sources