Spruce Pine, 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, Spruce Pine, NC has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $10,013,478 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)
$10,013,478
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$10,013,478

Contributions & income

Employer contributions
$487,914
Participant contributions
$806,933
Total income / additions
$3,028,875

Expenses & distributions

Benefits paid / distributions
$890,094
Total expenses
$947,225
Net increase / (decrease)
$2,081,650

Coverage

Total reported participants
640
Plans with financial statements
1
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Spruce Pine, 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 Spruce Pine, NC
PlanSponsorReported assets (EOY)Year
The Quartz Corp Usa 401(K) PlanThe Quartz Corp Usa$10,013,4782023
The Quartz Corp Usa Welfare Benefit PlanThe Quartz Corp Usanot reported in the loaded dataset2023
Jj Gouge & Son Oil Co.Jj Gouge & Son Oil Co.not reported in the loaded dataset2023

Related Form 5500 pages