Rose Hill, 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, Rose Hill, NC has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $60,059,168 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
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $60,059,168
- Total reported liabilities (EOY)
- $337,030
- Total reported net assets (EOY)
- $59,722,138
Contributions & income
- Employer contributions
- $2,185,577
- Participant contributions
- $5,090,022
- Total income / additions
- $15,737,063
Expenses & distributions
- Benefits paid / distributions
- $4,494,321
- Total expenses
- $5,066,438
- Net increase / (decrease)
- $10,670,625
Coverage
- Total reported participants
- 7,269
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Rose Hill, 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 |
|---|---|---|---|
| Nash Johnson & Sons' Svgs & Ret Plan | Nash Johnson & Sons' Farm, Inc. | $50,800,876 | 2023 |
| Duplin Wine Cellars, Inc 401k Plan | Duplin Wine Cellars, Inc | $9,258,292 | 2023 |
| Nash Johnson & Sons Farms, Inc. Employee Welfare Benefit Plan | Nash Johnson & Sons Farms, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Rose Hill → · Rose Hill plans by participants → · Rose Hill plans with financial data → · Rose Hill plans with provider compensation → · $1B+ plans in Rose Hill →
Related Form 5500 pages
- All NC Form 5500 filings
- Nash Johnson & Sons' Svgs & Ret Plan (plan 001)
- Nash Johnson & Sons' Farm, Inc. — all reported plans
- Duplin Wine Cellars, Inc 401k Plan (plan 001)
- Duplin Wine Cellars, Inc — all reported plans
- Nash Johnson & Sons Farms, Inc. Employee Welfare Benefit Plan (plan 501)
- Methodology
- Data sources