Plan5500

Jamestown, 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, Jamestown, NC has 11 loaded benefit plan(s) reported by 8 plan sponsor(s), with $41,529,629 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
8
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$41.5MSummed across loaded plans$41,483,016
Total reported assets$41.5M$41,529,629
Total reported participants1.8K1,839
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$41.5M total assets
Net assets$41.5MLiabilities$0
Contributions & income
Employer contributions$1.2M
Participant contributions$2.7M
Total income / additions$9.1M
Expenses & distributions
Benefits paid / distributions$2.9M
Total expenses$3M
Net increase / (decrease)$6.1M

Data coverage

Plans with financial statements6 / 11 (55%)
Plans with provider compensation4 / 11 (36%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Jamestown, 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.

Computed from loaded plans

Jamestown market comparison

Largest plan share of assets85%Furnitureland South, Inc. 401(K) Plan
Participants per plan167Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Jamestown

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Furnitureland South, Inc. 401(K) Plan$35.2M
    Furnitureland South, Inc. · 2023
  2. 2
    High Tower 401(K)$3.7M
    High Tower Group, LLC · 2023
  3. 3
    Family Service Of The Piedmont, Inc. Retirement Plan$2.5M
    Family Service Of The Piedmont, Inc. · 2023
  4. 4
    Shuford Property Services, Inc. 401(K) Profit Sharing Plan$46.6K
    Shuford Property Services, Inc. · 2023
  5. 5
    Stokes And Bean Unlimited Inc Retirement Plan$26.8K
    Stokes And Bean Unlimited, Inc. · 2023
  6. 6
    Jdb Associates Of The Triad, Inc. Retirement Plan$0
    Jdb Associates Of The Triad, Inc. · 2023
  7. 7
    Wynnefield Properties Group Health Plannot reported in the loaded dataset
    Wynnefield Properties Inc. · 2023
  8. 8
    Family Service Of The Piedmont, Inc. Group Health Plannot reported in the loaded dataset
    Family Service Of The Piedmont, Inc. · 2023
  9. 9
    Family Service Of The Piedmont, Inc. Group Dental, Life And Disability Plannot reported in the loaded dataset
    Family Service Of The Piedmont, Inc. · 2023
  10. 10
    K & S Tool Life And Ad&D Benefit Plannot reported in the loaded dataset
    K & S Tool & Manufacturing Company · 2023
  11. 11
    Furnitureland South, Inc., Welfare Benefits Plannot reported in the loaded dataset
    Furnitureland South, Inc. · 2023

Largest plans in Jamestown → · Jamestown plans by participants → · Jamestown plans with financial data → · Jamestown plans with provider compensation → · $1B+ plans in Jamestown →

Related Form 5500 pages