Denver, 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, Denver, NC has 15 loaded benefit plan(s) reported by 12 plan sponsor(s), with $27,456,977 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
15
Plan sponsors
12
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$27,456,977
Total reported liabilities (EOY)
$60,879
Total reported net assets (EOY)
$27,396,098

Contributions & income

Employer contributions
$1,660,898
Participant contributions
$1,857,871
Total income / additions
$8,241,430

Expenses & distributions

Benefits paid / distributions
$3,305,712
Total expenses
$3,959,579
Net increase / (decrease)
$4,281,851

Coverage

Total reported participants
1,259
Plans with financial statements
11
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Denver, 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 Denver, NC
PlanSponsorReported assets (EOY)Year
Lincoln Charter School 401(K) PlanLincoln Charter School$15,014,3272023
Wireway/Husky Employees 401(K) PlanWireway Husky Corporation$8,928,2192023
Unox Inc. 401(K) PlanUnox Inc.$1,710,5532023
Holland Bvi 401kHolland Business Ventures Inc.$493,7112023
Magnify Holdings Corporation 401(K) PlanMagnify Holdings Corporation$316,6452023
Outsiders Group Investment PlanThe Outsiders Group Inc.$300,3722023
Career Crossroads, Inc. 401(K) Plan And TrustCareer Crossroads, Inc.$268,6112023
The Butner Situation Inc. Retirement PlanThe Butner Situation Inc.$235,2652023
Bay Cove Consolidated Carolinas, Inc. 401k Profit Sharing PlanBay Cove Consolidated Carolinas, Inc.$103,7452023
The Health And Welfare Benefit Of Tree Brand Packaging, Inc.Tree Brand Packaging, Inc.$85,5292023
Fay Enterprises Inc. Retirement PlanFay Enterprises Inc.$02023
Tree Brand Packaging, Inc. Group Insurance Plan (502)Tree Brand Packaging, Inc.not reported in the loaded dataset2023
Wireway Husky Corporation Employee Benefit PlanWireway/Husky Corpnot reported in the loaded dataset2023
Huber Technology Inc Medical PlanHuber Technology, Inc.not reported in the loaded dataset2023
Huber Technology Inc Health Benefits PlanHuber Technology, Inc.not reported in the loaded dataset2023

Related Form 5500 pages