Indian Trail, 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, Indian Trail, NC has 12 loaded benefit plan(s) reported by 12 plan sponsor(s), with $5,895,031 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 12
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $5,895,031
- Total reported liabilities (EOY)
- $9,721
- Total reported net assets (EOY)
- $7,222,045
Contributions & income
- Employer contributions
- $35,764
- Participant contributions
- $116,123
- Total income / additions
- $15,940,377
Expenses & distributions
- Benefits paid / distributions
- $1,344,860
- Total expenses
- $1,372,643
- Net increase / (decrease)
- $14,567,734
Coverage
- Total reported participants
- 534
- Plans with financial statements
- 10
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Indian Trail, 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 |
|---|---|---|---|
| Ride Now Motors 401(K) Plan | Ganam Group LLC Dba Ride Now Motors | $2,534,165 | 2023 |
| Acm Ventures, Inc. 401(K) Profit Sharing Plan | Acm Ventures, Inc. | $1,071,862 | 2023 |
| East Creek, Inc. Profit Sharing Plan | East Creek, Inc. | $724,105 | 2023 |
| Fhl Enterprises Inc. 401(K) Plan | Fhl Enterprises Inc. | $501,555 | 2023 |
| Double Radius, Inc Employee Stock Ownership Plan | Double Radius, Inc Employee Stock Ownership Plan | $306,328 | 2023 |
| D&S Home Services, Inc. Retirement Plan | D&S Home Services, Inc. | $235,270 | 2023 |
| Watchstone Investments 401k | Watchstone Investments, Inc. | $219,899 | 2023 |
| Peter E. Frank Insurance Agency, Inc. 401k Profit Sharing Plan | Peter E. Frank Insurance Agency, Inc. | $167,398 | 2023 |
| Bl2 Group, Inc. Retirement Plan | Bl2 Group, Inc. | $128,452 | 2023 |
| Indian Trail Alcoholic Beverag 401(K) Profit Sharing Plan & Trust | Indian Trail Alcoholic Beverag | $5,997 | 2023 |
| Sealing Agents Waterproofing Inc. Employee Benefit Plan | Sealing Agents Waterproofing Inc. | not reported in the loaded dataset | 2023 |
| Alpha Omega Construction Group, Inc. Health And Welfare Plan | Alpha Omega Construction Group, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Indian Trail → · Indian Trail plans by participants → · Indian Trail plans with financial data → · Indian Trail plans with provider compensation → · $1B+ plans in Indian Trail →
Related Form 5500 pages
- All NC Form 5500 filings
- Ride Now Motors 401(K) Plan (plan 001)
- Ganam Group LLC Dba Ride Now Motors — all reported plans
- Acm Ventures, Inc. 401(K) Profit Sharing Plan (plan 001)
- Acm Ventures, Inc. — all reported plans
- East Creek, Inc. Profit Sharing Plan (plan 001)
- East Creek, Inc. — all reported plans
- Fhl Enterprises Inc. 401(K) Plan (plan 001)
- Fhl Enterprises Inc. — all reported plans
- Double Radius, Inc Employee Stock Ownership Plan (plan 002)
- Double Radius, Inc Employee Stock Ownership Plan — all reported plans
- D&S Home Services, Inc. Retirement Plan (plan 001)
- D&S Home Services, Inc. — all reported plans
- Watchstone Investments 401k (plan 001)
- Watchstone Investments, Inc. — all reported plans
- Peter E. Frank Insurance Agency, Inc. 401k Profit Sharing Plan (plan 001)
- Peter E. Frank Insurance Agency, Inc. — all reported plans
- Bl2 Group, Inc. Retirement Plan (plan 001)
- Bl2 Group, Inc. — all reported plans
- Indian Trail Alcoholic Beverag 401(K) Profit Sharing Plan & Trust (plan 001)
- Indian Trail Alcoholic Beverag — all reported plans
- Sealing Agents Waterproofing Inc. Employee Benefit Plan (plan 501)
- Sealing Agents Waterproofing Inc. — all reported plans
- Alpha Omega Construction Group, Inc. Health And Welfare Plan (plan 501)
- Alpha Omega Construction Group, Inc. — all reported plans
- Methodology
- Data sources