Lincolnton, 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, Lincolnton, NC has 12 loaded benefit plan(s) reported by 7 plan sponsor(s), with $54,055,497 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
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $54,055,497
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $54,055,497
Contributions & income
- Employer contributions
- $1,943,574
- Participant contributions
- $3,448,582
- Total income / additions
- $13,358,462
Expenses & distributions
- Benefits paid / distributions
- $3,643,064
- Total expenses
- $3,773,702
- Net increase / (decrease)
- $9,584,760
Coverage
- Total reported participants
- 2,089
- Plans with financial statements
- 7
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lincolnton, 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 |
|---|---|---|---|
| St Engineering Leeboy 401(K) Retirement Savings Plan | St Engineering Leeboy, Inc. | $24,318,398 | 2023 |
| First Federal Savings Bank Of Lincolnton 401(K) Plan | First Federal Savings Bank Of Lincolnton | $8,624,424 | 2023 |
| Cataler North America 401(K) Plan | Cataler North America Corporation | $8,520,583 | 2023 |
| Active Concepts, LLC 401(K) Plan | Active Concepts, LLC | $7,118,187 | 2023 |
| Tenowo, Inc. 401(K) Profit Sharing Plan And Trust | Tenowo, Inc. | $3,702,962 | 2023 |
| Bcbs Management, Inc. 401k Profit Sharing Plan | Bcbs Management, Inc. | $1,479,849 | 2023 |
| D M Solutions, Inc. 401(K) Plan | D M Solutions, Inc. | $291,094 | 2023 |
| Active Concepts, LLC Life And Ad&D Plan | Active Concepts, LLC | not reported in the loaded dataset | 2023 |
| St Leeboy Inc Welfare Benefit Plan | St Leeboy Inc | not reported in the loaded dataset | 2023 |
| Active Concepts, LLC Std Plan | Active Concepts, LLC | not reported in the loaded dataset | 2023 |
| Active Concepts, LLC Medical Plan | Active Concepts, LLC | not reported in the loaded dataset | 2023 |
| Cataler North America Welfare Plan | Cataler North America Corporation | not reported in the loaded dataset | 2023 |
Largest plans in Lincolnton → · Lincolnton plans by participants → · Lincolnton plans with financial data → · Lincolnton plans with provider compensation → · $1B+ plans in Lincolnton →
Related Form 5500 pages
- All NC Form 5500 filings
- St Engineering Leeboy 401(K) Retirement Savings Plan (plan 001)
- St Engineering Leeboy, Inc. — all reported plans
- First Federal Savings Bank Of Lincolnton 401(K) Plan (plan 002)
- First Federal Savings Bank Of Lincolnton — all reported plans
- Cataler North America 401(K) Plan (plan 001)
- Cataler North America Corporation — all reported plans
- Active Concepts, LLC 401(K) Plan (plan 001)
- Active Concepts, LLC — all reported plans
- Tenowo, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Tenowo, Inc. — all reported plans
- Bcbs Management, Inc. 401k Profit Sharing Plan (plan 001)
- Bcbs Management, Inc. — all reported plans
- D M Solutions, Inc. 401(K) Plan (plan 001)
- D M Solutions, Inc. — all reported plans
- Active Concepts, LLC Life And Ad&D Plan (plan 502)
- St Leeboy Inc Welfare Benefit Plan (plan 504)
- Active Concepts, LLC Std Plan (plan 503)
- Active Concepts, LLC Medical Plan (plan 501)
- Cataler North America Welfare Plan (plan 501)
- Methodology
- Data sources