Jacksonville, 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, Jacksonville, NC has 13 loaded benefit plan(s) reported by 11 plan sponsor(s), with $94,363,095 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
- 11
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $94,363,095
- Total reported liabilities (EOY)
- $5,176,958
- Total reported net assets (EOY)
- $89,186,137
Contributions & income
- Employer contributions
- $7,160,522
- Participant contributions
- $3,021,607
- Total income / additions
- $26,322,334
Expenses & distributions
- Benefits paid / distributions
- $19,012,907
- Total expenses
- $19,403,144
- Net increase / (decrease)
- $6,919,190
Coverage
- Total reported participants
- 3,381
- Plans with financial statements
- 11
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Jacksonville, 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 |
|---|---|---|---|
| Stanadyne LLC Savings Plus Plan | Stanadyne LLC | $48,331,710 | 2023 |
| Atlantic Medical Management, LLC 401(K) Profit Sharing Plan | Atlantic Medical Management, LLC | $17,948,876 | 2023 |
| W.T. Humphrey, Inc. 401(K) Profit Sharing Plan | W.T. Humphrey, Inc. | $14,122,216 | 2023 |
| Coastal Health & Welfare Plan | Coastal Enterprises Of Jacksonville, Inc | $5,269,823 | 2023 |
| Fischer, Richards & Walker, P.A. Employees' Profit Sharing Plan And Trust | Fischer, Richards & Walker, P.A. | $4,931,535 | 2023 |
| Platinum Corral, LLC 401(K) Plan | Platinum Corral, LLC | $2,446,982 | 2023 |
| Coastal Enterprises Of Jacksonville Inc Insurance And Health Reimbursement Plan | Coastal Enterprises Of Jacksonville Inc | $724,448 | 2023 |
| Veronica Taylor-Williams, Md, Dds, Pa 401(K) Profit Sharing | Veronica Taylor-Williams, Md, Dds, Pa | $258,404 | 2023 |
| Lavigne Enterprises, Inc. 401(K) Plan | Lavigne Enterprises, Inc. | $191,740 | 2023 |
| Suelo Santo Inc Solo 401k | Suelo Santo Inc. | $137,361 | 2023 |
| Emmett M. Jones, D.D.S., P.A. 401(K) Profit Sharing Plan | Emmett M. Jones, D.D.S., P.A. | $0 | 2023 |
| Ad&D Plan For Employees Of Marine Federal Credit Union | Marine Federal Credit Union | not reported in the loaded dataset | 2023 |
| Group Life & Health Plan For Employees Of Marine Federal Credit Union | Marine Federal Credit Union | not reported in the loaded dataset | 2023 |
Largest plans in Jacksonville → · Jacksonville plans by participants → · Jacksonville plans with financial data → · Jacksonville plans with provider compensation → · $1B+ plans in Jacksonville →
Related Form 5500 pages
- All NC Form 5500 filings
- Stanadyne LLC Savings Plus Plan (plan 001)
- Stanadyne LLC — all reported plans
- Atlantic Medical Management, LLC 401(K) Profit Sharing Plan (plan 001)
- Atlantic Medical Management, LLC — all reported plans
- W.T. Humphrey, Inc. 401(K) Profit Sharing Plan (plan 001)
- W.T. Humphrey, Inc. — all reported plans
- Coastal Health & Welfare Plan (plan 506)
- Coastal Enterprises Of Jacksonville, Inc — all reported plans
- Fischer, Richards & Walker, P.A. Employees' Profit Sharing Plan And Trust (plan 002)
- Fischer, Richards & Walker, P.A. — all reported plans
- Platinum Corral, LLC 401(K) Plan (plan 001)
- Platinum Corral, LLC — all reported plans
- Coastal Enterprises Of Jacksonville Inc Insurance And Health Reimbursement Plan (plan 505)
- Veronica Taylor-Williams, Md, Dds, Pa 401(K) Profit Sharing (plan 001)
- Veronica Taylor-Williams, Md, Dds, Pa — all reported plans
- Lavigne Enterprises, Inc. 401(K) Plan (plan 001)
- Lavigne Enterprises, Inc. — all reported plans
- Suelo Santo Inc Solo 401k (plan 001)
- Suelo Santo Inc. — all reported plans
- Emmett M. Jones, D.D.S., P.A. 401(K) Profit Sharing Plan (plan 001)
- Emmett M. Jones, D.D.S., P.A. — all reported plans
- Ad&D Plan For Employees Of Marine Federal Credit Union (plan 503)
- Marine Federal Credit Union — all reported plans
- Group Life & Health Plan For Employees Of Marine Federal Credit Union (plan 502)
- Methodology
- Data sources