Newton, 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, Newton, NC has 15 loaded benefit plan(s) reported by 8 plan sponsor(s), with $215,039,191 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 15
- Plan sponsors
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $215,039,191
- Total reported liabilities (EOY)
- $203,664
- Total reported net assets (EOY)
- $214,835,527
Contributions & income
- Employer contributions
- $4,310,531
- Participant contributions
- $8,400,719
- Total income / additions
- $59,624,797
Expenses & distributions
- Benefits paid / distributions
- $23,482,941
- Total expenses
- $24,252,754
- Net increase / (decrease)
- $35,372,043
Coverage
- Total reported participants
- 7,776
- Plans with financial statements
- 8
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Newton, 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 |
|---|---|---|---|
| Mccreary Modern, Inc. Employee Stock Ownership Plan | Mccreary Modern, Inc. | $78,223,671 | 2023 |
| Mccreary Modern, Inc. Employees' 401(K) Plan | Mccreary Modern, Inc. | $39,927,265 | 2023 |
| Peoples Bank Profit Sharing And 401(K) Plan | Peoples Bank | $32,956,119 | 2023 |
| Technibilt, Ltd. Dba Wanzl North America 401(K) Plan | Technibilt, Ltd. | $20,086,832 | 2023 |
| Everyage 403(B) Retirement Plan | Everyage | $19,098,756 | 2023 |
| Carolina Caring Retirement Plan | Carolina Caring, Inc. | $12,655,041 | 2023 |
| Sarstedt Inc. Retirement Plan | Sarstedt, Inc. | $11,893,905 | 2023 |
| Catawba First Insurance Associates, Inc. 401(K) Plan | Catawba First Insurance Associates, Inc. | $197,602 | 2023 |
| Mccreary Modern, Inc. Employee Benefit Plan | Mccreary Modern, Inc. | not reported in the loaded dataset | 2023 |
| Carolina Caring Benefit Plan | Carolina Caring Inc | not reported in the loaded dataset | 2023 |
| Technibilt Group Insurance Plan | Technibilt, Ltd Dba Wanzl North America | not reported in the loaded dataset | 2023 |
| Euroleather Inc Employee Benefit Plan | Euroleather Inc | not reported in the loaded dataset | 2023 |
| Peoples Bank Welfare Benefit Plan | Peoples Bank | not reported in the loaded dataset | 2023 |
| Everyage Flexible Spending Account Plan | Everyage | not reported in the loaded dataset | 2023 |
| Sarstedt, Inc. Employee Benefit Plan | Sarstedt, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Newton → · Newton plans by participants → · Newton plans with financial data → · Newton plans with provider compensation → · $1B+ plans in Newton →
Related Form 5500 pages
- All NC Form 5500 filings
- Mccreary Modern, Inc. Employee Stock Ownership Plan (plan 002)
- Mccreary Modern, Inc. — all reported plans
- Mccreary Modern, Inc. Employees' 401(K) Plan (plan 001)
- Peoples Bank Profit Sharing And 401(K) Plan (plan 001)
- Peoples Bank — all reported plans
- Technibilt, Ltd. Dba Wanzl North America 401(K) Plan (plan 001)
- Technibilt, Ltd. — all reported plans
- Everyage 403(B) Retirement Plan (plan 001)
- Everyage — all reported plans
- Carolina Caring Retirement Plan (plan 002)
- Carolina Caring, Inc. — all reported plans
- Sarstedt Inc. Retirement Plan (plan 001)
- Sarstedt, Inc. — all reported plans
- Catawba First Insurance Associates, Inc. 401(K) Plan (plan 001)
- Catawba First Insurance Associates, Inc. — all reported plans
- Mccreary Modern, Inc. Employee Benefit Plan (plan 501)
- Carolina Caring Benefit Plan (plan 501)
- Technibilt Group Insurance Plan (plan 501)
- Euroleather Inc Employee Benefit Plan (plan 501)
- Euroleather Inc — all reported plans
- Peoples Bank Welfare Benefit Plan (plan 501)
- Everyage Flexible Spending Account Plan (plan 501)
- Sarstedt, Inc. Employee Benefit Plan (plan 503)
- Methodology
- Data sources