Southern Pines, 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, Southern Pines, NC has 25 loaded benefit plan(s) reported by 15 plan sponsor(s), with $223,904,674 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
25
Plan sponsors
15
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$223,904,674
Total reported liabilities (EOY)
$511,809
Total reported net assets (EOY)
$223,392,865

Contributions & income

Employer contributions
$8,038,666
Participant contributions
$10,969,519
Total income / additions
$60,257,389

Expenses & distributions

Benefits paid / distributions
$51,201,126
Total expenses
$52,062,546
Net increase / (decrease)
$8,194,843

Coverage

Total reported participants
6,200
Plans with financial statements
14
Plans with provider compensation
6

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Southern Pines, 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

Largest loaded plans in Southern Pines, NC
PlanSponsorReported assets (EOY)Year
First Bancorp Employees' 401(K) Savings PlanFirst Bancorp$138,427,8062023
The Southern Software, Inc. Employee Stock Ownership PlanSouthern Software, Inc.$31,130,4002023
Carolina Eye Retirement Savings Plan & Money Purchase PlanCarolina Eye Associates, P.A.$27,893,6612023
Sandhills Independent School Corporation Defined Contribution Retirement PlanSandhills Independent School Corporation$7,262,4612023
Cc Engage 401(K) PlanClassical Conversations, Inc.$4,547,2992023
Penick Village 403(B) Retirement PlanPenick Village, Inc.$3,912,1022023
K2 Solutions Inc. 401(K) PlanK2 Solutions Inc.$3,836,1712023
First Bancorp Employees' Pension PlanFirst Bancorp$3,438,7042023
Episcopal Day School, Inc.Episcopal Day School$2,275,7292023
Ava Technologies Global Corp 401(K) PlanAva Technologies Global Corp$454,7932023
Tpmg Inc. Retirement PlanTpmg Inc.$426,6912023
Servanthood Ministries, Inc. 401(K) PlanServanthood Ministries, Inc.$183,2302023
Episcopal Day School, Inc.Episcopal Day School, Inc.$115,6272023
K2 Solutions, Inc. Employee Stock Ownership And 401(K) PlanK2 Solutions Inc.$02023
Group Insurance Plan For Employees Of First BancorpFirst Bancorpnot reported in the loaded dataset2023
Classical Conversations, Inc. Welfare Benefits PlanClassical Conversations, Incorporatednot reported in the loaded dataset2023
Mid Pines Development Group Employee Benefit PlanMid Pines Development Groupnot reported in the loaded dataset2023
Carolina Eye Associates, P.A. Welfare Benefit PlanCarolina Eye Associates, P.A.not reported in the loaded dataset2023
Hsl Automotive Inc Welfare PlanHsl Automotivenot reported in the loaded dataset2023
K2 Solutions, Inc. Health Benefit PlanK2 Solutions, Inc.not reported in the loaded dataset2023
Hiremadskills Health And Welfare PlanHiremadskills, Incnot reported in the loaded dataset2023
Trident Management IncTrident Management, Incnot reported in the loaded dataset2023
Penick Village Employee Benefit PlanPenick Village, Inc.not reported in the loaded dataset2023
Classical Conversations, Inc. Mec Benefit PlanClassical Conversations, Incorporatednot reported in the loaded dataset2023
First Bancorp Flexible Benefit PlanFirst Bancorpnot reported in the loaded dataset2023

Related Form 5500 pages