Lake Lure, 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, Lake Lure, NC has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $1,283,632 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
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,283,632
- Total reported net assets (EOY)
- $1,283,632
Contributions & income
- Total income / additions
- $38,867
Expenses & distributions
- Benefits paid / distributions
- $75,000
- Total expenses
- $80,038
- Net increase / (decrease)
- -$41,171
Coverage
- Total reported participants
- 106
- Plans with financial statements
- 2
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lake Lure, 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 |
|---|---|---|---|
| Aeternum, Inc. 401(K) Plan | Aeternum, Inc. | $750,877 | 2023 |
| Csi Employees' 401(K) Profit Sharing Plan & Trust | Csi Consulting Inc | $532,755 | 2023 |
| Fairfield Mountains Poa Dba Rumbling Bald On Lake Lure Welfare Benefits Plan | Fairfield Mountains Poa, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Lake Lure → · Lake Lure plans by participants → · Lake Lure plans with financial data → · Lake Lure plans with provider compensation → · $1B+ plans in Lake Lure →
Related Form 5500 pages
- All NC Form 5500 filings
- Aeternum, Inc. 401(K) Plan (plan 001)
- Aeternum, Inc. — all reported plans
- Csi Employees' 401(K) Profit Sharing Plan & Trust (plan 002)
- Csi Consulting Inc — all reported plans
- Fairfield Mountains Poa Dba Rumbling Bald On Lake Lure Welfare Benefits Plan (plan 501)
- Fairfield Mountains Poa, Inc. — all reported plans
- Methodology
- Data sources