Elkin, 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, Elkin, NC has 13 loaded benefit plan(s) reported by 5 plan sponsor(s), with $75,133,545 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
5
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$75,133,545
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$75,133,545

Contributions & income

Employer contributions
$1,866,764
Participant contributions
$5,065,669
Total income / additions
$18,346,131

Expenses & distributions

Benefits paid / distributions
$8,753,167
Total expenses
$9,039,916
Net increase / (decrease)
$9,306,215

Coverage

Total reported participants
5,376
Plans with financial statements
5
Plans with provider compensation
6

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Elkin, 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 Elkin, NC
PlanSponsorReported assets (EOY)Year
Hugh Chatham Memorial Hospital, Inc. 401(K) PlanHugh Chatham Memorial Hospital, Inc.$47,226,8252023
G&B Oil Company, Inc. 401(K) Profit Sharing PlanG & B Oil Company, Inc.$16,076,1002023
Mvp Group International, Inc. Profit Sharing Plan And TrustMvp Group International, Inc$8,114,6622023
Prism Medical Products LLC 401(K) Psp & TrustPrism Medical Products LLC$3,709,8272023
Carl Rose & Sons, Inc. Money Purchase Pension PlanCarl Rose & Sons, Inc.$6,1312023
Critical Illness, Hospital, AccidentHugh Chatham Memorial Hospitalnot reported in the loaded dataset2023
Superior Vision PlanHugh Chatham Memorial Hospitalnot reported in the loaded dataset2023
G&B Oil Company, Inc. Health & Welfare Benefits PlanG&B Oil Company, Inc.not reported in the loaded dataset2023
Mvp Group International, Inc. Health And Welfare Benefit PlanMvp Group International, Inc.not reported in the loaded dataset2023
Group Medical Plan For The Employees Of Hugh Chatham Memorial HospitalHugh Chatham Memorial Hospitalnot reported in the loaded dataset2023
Prism Medical Products Health And Welfare PlanPrism Medical Productsnot reported in the loaded dataset2023
DentalHugh Chatham Memorial Hospitalnot reported in the loaded dataset2023
Basic Life, Ad&D, Ltd And StdHugh Chatham Memorial Hospitalnot reported in the loaded dataset2023

Related Form 5500 pages