New Bern, 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, New Bern, NC has 28 loaded benefit plan(s) reported by 20 plan sponsor(s), with $254,923,115 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 28
- Plan sponsors
- 20
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $254,923,115
- Total reported liabilities (EOY)
- $31,279
- Total reported net assets (EOY)
- $254,891,836
Contributions & income
- Employer contributions
- $9,398,156
- Participant contributions
- $7,295,813
- Total income / additions
- $52,020,570
Expenses & distributions
- Benefits paid / distributions
- $15,080,910
- Total expenses
- $15,736,205
- Net increase / (decrease)
- $36,284,365
Coverage
- Total reported participants
- 3,896
- Plans with financial statements
- 20
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for New Bern, 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 |
|---|---|---|---|
| Ward And Smith, P.A. 401(K) And Profit Sharing Plan | Ward And Smith, P.A. | $102,206,768 | 2023 |
| Coastal Carolina Health Care, P.A. Ees' 401(K) Savings & Profit Sharing Plan | Coastal Carolina Health Care, P.A. | $62,972,877 | 2023 |
| Carolina Home Medical, Inc. Profit Sharing Plan And Trust | Carolina Home Medical, Inc. | $17,301,785 | 2023 |
| Trader Construction Co. Employee Retirement Savings Plan | Trader Construction Co. | $15,621,342 | 2023 |
| Harris, Creech, Ward & Blackerby, P.A. Retirement Plan | Harris, Creech, Ward & Blackerby, P.A. | $14,165,781 | 2023 |
| Eastern Aviation Fuels, Inc. 401(K) Profit Sharing Plan And Trust | Eastern Aviation Fuels, Inc. | $9,695,821 | 2023 |
| Sos Global Express, Inc. 401(K) Plan | Sos Global Express, Inc. | $9,374,499 | 2023 |
| Trent Cadillac Buick Gmc Inc. 401(K) Profit Sharing Plan | Tall Oaks Automotive, LLC Dba Trent Cadillac Buick Gmc | $6,212,627 | 2023 |
| Ccpmc 401(K) Plan | Crystal Coast Pain Management Center, P.L.L.C. | $6,078,938 | 2023 |
| Cella Ford, Inc. 401k Plan | Cella Ford | $2,955,459 | 2023 |
| Dr Mark W Johnson Pa Profit Sharing Pan And Trust | Dr Mark W Johnson Pa | $2,798,209 | 2023 |
| Wirthwein Us 401(K) Plan | Wirthwein New Bern Corporation | $2,392,470 | 2023 |
| J. Herrin Enterprises Inc. Retirement Plan | J. Herrin Enterprises Inc. | $718,903 | 2023 |
| Two Scooters, Inc. Profit Sharing Plan | Two Scooters, Inc. | $675,523 | 2023 |
| Jb Investment Property Inc. Retirement Plan | Jb Investment Property Inc. | $675,025 | 2023 |
| Mnd Ventures Inc. Retirement Plan | Mnd Ventures Inc. | $450,000 | 2023 |
| Meadows Inn, Inc. 401(K) Plan | Meadows Inn, Inc. | $237,414 | 2023 |
| Tdt Innovative Solutions, Inc. Profit Sharing Plan | Tdt Innovative Solutions, Inc. | $209,654 | 2023 |
| The Mulligan Group Retirement Plan | Mulligan Group Inc. | $180,020 | 2023 |
| Sun Life Assurance Company Of Canada | Trader Construction Company | $0 | 2023 |
| Coastal Carolina Health Care, P.A. Flexible Benefi | Coastal Carolina Health Care, P.A. | not reported in the loaded dataset | 2023 |
| Sos Global Express Fsa Plan | Sos Global Express, Inc. | not reported in the loaded dataset | 2023 |
| Sos Global Express, Inc. Ltd Plan | Sos Global Express, Inc. | not reported in the loaded dataset | 2023 |
| Dradura Usa Corp. Health And Welfare Plan | Dradura Usa Corp. | not reported in the loaded dataset | 2023 |
| Trader Construction Company Welfare Plan | Trader Construction Company | not reported in the loaded dataset | 2023 |
Largest plans in New Bern → · New Bern plans by participants → · New Bern plans with financial data → · New Bern plans with provider compensation → · $1B+ plans in New Bern →
Related Form 5500 pages
- All NC Form 5500 filings
- Ward And Smith, P.A. 401(K) And Profit Sharing Plan (plan 001)
- Ward And Smith, P.A. — all reported plans
- Coastal Carolina Health Care, P.A. Ees' 401(K) Savings & Profit Sharing Plan (plan 001)
- Coastal Carolina Health Care, P.A. — all reported plans
- Carolina Home Medical, Inc. Profit Sharing Plan And Trust (plan 001)
- Carolina Home Medical, Inc. — all reported plans
- Trader Construction Co. Employee Retirement Savings Plan (plan 001)
- Trader Construction Co. — all reported plans
- Harris, Creech, Ward & Blackerby, P.A. Retirement Plan (plan 001)
- Harris, Creech, Ward & Blackerby, P.A. — all reported plans
- Eastern Aviation Fuels, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Eastern Aviation Fuels, Inc. — all reported plans
- Sos Global Express, Inc. 401(K) Plan (plan 001)
- Sos Global Express, Inc. — all reported plans
- Trent Cadillac Buick Gmc Inc. 401(K) Profit Sharing Plan (plan 002)
- Tall Oaks Automotive, LLC Dba Trent Cadillac Buick Gmc — all reported plans
- Ccpmc 401(K) Plan (plan 001)
- Crystal Coast Pain Management Center, P.L.L.C. — all reported plans
- Cella Ford, Inc. 401k Plan (plan 001)
- Cella Ford — all reported plans
- Dr Mark W Johnson Pa Profit Sharing Pan And Trust (plan 001)
- Dr Mark W Johnson Pa — all reported plans
- Wirthwein Us 401(K) Plan (plan 001)
- Wirthwein New Bern Corporation — all reported plans
- J. Herrin Enterprises Inc. Retirement Plan (plan 001)
- J. Herrin Enterprises Inc. — all reported plans
- Two Scooters, Inc. Profit Sharing Plan (plan 001)
- Two Scooters, Inc. — all reported plans
- Jb Investment Property Inc. Retirement Plan (plan 001)
- Jb Investment Property Inc. — all reported plans
- Methodology
- Data sources