Elizabeth City, 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, Elizabeth City, NC has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $10,652,001 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $10,652,001
- Total reported liabilities (EOY)
- $613
- Total reported net assets (EOY)
- $10,651,388
Contributions & income
- Employer contributions
- $19,491
- Participant contributions
- $146,926
- Total income / additions
- $1,851,612
Expenses & distributions
- Benefits paid / distributions
- $644,241
- Total expenses
- $688,602
- Net increase / (decrease)
- $1,163,010
Coverage
- Total reported participants
- 747
- Plans with financial statements
- 5
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Elizabeth City, 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 |
|---|---|---|---|
| J. W. Jones Lumber Company, Inc. Plan | J. W. Jones Lumber Company, Inc. | $6,240,046 | 2023 |
| The Twiford Law Firm, P.C. 401(K) Plan | The Twiford Law Firm, P.C. | $2,497,995 | 2023 |
| Wolff Enterprises, Inc. 401(K) Plan | Wolff Enterprises, Inc. | $954,018 | 2023 |
| Tandem, Inc. 401(K) Plan | Tandem, Inc. | $881,105 | 2023 |
| One Family Enterprises 401k Trust | One Family Enterprises, Inc. | $78,837 | 2023 |
| J. W. Jones Lumber Company, Inc. Health And Welfare Plan | J. W. Jones Lumber Company, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Elizabeth City → · Elizabeth City plans by participants → · Elizabeth City plans with financial data → · Elizabeth City plans with provider compensation → · $1B+ plans in Elizabeth City →
Related Form 5500 pages
- All NC Form 5500 filings
- J. W. Jones Lumber Company, Inc. Plan (plan 001)
- J. W. Jones Lumber Company, Inc. — all reported plans
- The Twiford Law Firm, P.C. 401(K) Plan (plan 001)
- The Twiford Law Firm, P.C. — all reported plans
- Wolff Enterprises, Inc. 401(K) Plan (plan 001)
- Wolff Enterprises, Inc. — all reported plans
- Tandem, Inc. 401(K) Plan (plan 001)
- Tandem, Inc. — all reported plans
- One Family Enterprises 401k Trust (plan 001)
- One Family Enterprises, Inc. — all reported plans
- J. W. Jones Lumber Company, Inc. Health And Welfare Plan (plan 501)
- Methodology
- Data sources