Shelby, 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, Shelby, NC has 13 loaded benefit plan(s) reported by 9 plan sponsor(s), with $78,301,582 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $78,301,582
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $78,301,582
Contributions & income
- Employer contributions
- $4,178,629
- Participant contributions
- $4,564,506
- Total income / additions
- $20,553,109
Expenses & distributions
- Benefits paid / distributions
- $13,128,407
- Total expenses
- $13,482,083
- Net increase / (decrease)
- $7,071,026
Coverage
- Total reported participants
- 3,954
- Plans with financial statements
- 8
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Shelby, 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 |
|---|---|---|---|
| Electric Glass Fiber America, LLC 401(K) Plan | Electric Glass Fiber America, LLC | $53,204,271 | 2023 |
| C.A. Short Company 401(K) Plan | C.A. Short Company, Inc. | $9,690,464 | 2023 |
| Shelby Dental Care Center 401(K) Plan | Pauline E Cahill Dds Pa Dba Shelby Dental Care Center | $5,668,736 | 2023 |
| Kendrion (Shelby), Inc. Savings Program | Kendrionshelby, Inc. | $5,220,689 | 2023 |
| Ksm Castings Usa 401k Plan | Ksm Castings Usa Inc. | $4,272,630 | 2023 |
| Mdp Investments, Inc. 401k Profit Sharing Plan | Mdp Investments, Inc. | $244,779 | 2023 |
| 5-Star Athlete Inc. 401(K) Plan | 5-Star Athlete Inc. | $13 | 2023 |
| Shelby Radiological Assoc. Pa Employees P/S Plan | Shelby Radiological Associates, Pa | $0 | 2023 |
| Ksm Castings Usa Inc. Employee Benefit Plan | Ksm Castings Usa Inc. | not reported in the loaded dataset | 2023 |
| Kendrion (Shelby) Inc Health Plan- Blue Cross Blue Shield Of Nc | Solero Technologies Shelby LLC | not reported in the loaded dataset | 2023 |
| C.A. Short Company Employee Benefit Plan | C.A. Short Company | not reported in the loaded dataset | 2023 |
| Thompson-Gordon-Shook Engineers, Incorporated Health & Welfare Plan | Thompson-Gordon-Shook Engineers, Incorporated | not reported in the loaded dataset | 2023 |
| Electric Glass Fiber America, LLC Welfare Benefit Plan | Electric Glass Fiber America, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Shelby → · Shelby plans by participants → · Shelby plans with financial data → · Shelby plans with provider compensation → · $1B+ plans in Shelby →
Related Form 5500 pages
- All NC Form 5500 filings
- Electric Glass Fiber America, LLC 401(K) Plan (plan 001)
- Electric Glass Fiber America, LLC — all reported plans
- C.A. Short Company 401(K) Plan (plan 001)
- C.A. Short Company, Inc. — all reported plans
- Shelby Dental Care Center 401(K) Plan (plan 001)
- Pauline E Cahill Dds Pa Dba Shelby Dental Care Center — all reported plans
- Kendrion (Shelby), Inc. Savings Program (plan 001)
- Kendrionshelby, Inc. — all reported plans
- Ksm Castings Usa 401k Plan (plan 001)
- Ksm Castings Usa Inc. — all reported plans
- Mdp Investments, Inc. 401k Profit Sharing Plan (plan 001)
- Mdp Investments, Inc. — all reported plans
- 5-Star Athlete Inc. 401(K) Plan (plan 001)
- 5-Star Athlete Inc. — all reported plans
- Shelby Radiological Assoc. Pa Employees P/S Plan (plan 001)
- Shelby Radiological Associates, Pa — all reported plans
- Ksm Castings Usa Inc. Employee Benefit Plan (plan 501)
- Kendrion (Shelby) Inc Health Plan- Blue Cross Blue Shield Of Nc (plan 503)
- C.A. Short Company Employee Benefit Plan (plan 501)
- Thompson-Gordon-Shook Engineers, Incorporated Health & Welfare Plan (plan 501)
- Thompson-Gordon-Shook Engineers, Incorporated — all reported plans
- Electric Glass Fiber America, LLC Welfare Benefit Plan (plan 501)
- Methodology
- Data sources