Flat Rock, 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, Flat Rock, NC has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $10,956,520 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$10,956,520
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$10,956,520

Contributions & income

Employer contributions
$268,871
Participant contributions
$960,509
Total income / additions
$2,891,909

Expenses & distributions

Benefits paid / distributions
$497,690
Total expenses
$510,464
Net increase / (decrease)
$2,381,445

Coverage

Total reported participants
1,017
Plans with financial statements
2
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Flat Rock, 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 Flat Rock, NC
PlanSponsorReported assets (EOY)Year
Hospice Of Henderson County, Inc. Retirement PlanHospice Of Henderson County, Inc.$10,005,2662023
Coker Franchise Retirement PlanCoker Franchise Consulting Inc$951,2542023
Four Seasons Hospice Employee Benefit PlanHospice Of Henderson Countynot reported in the loaded dataset2023

Related Form 5500 pages