Taylorsville, 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, Taylorsville, NC has 14 loaded benefit plan(s) reported by 4 plan sponsor(s), with $31,620,761 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
14
Plan sponsors
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$31,620,761
Total reported liabilities (EOY)
$68,671
Total reported net assets (EOY)
$31,552,090

Contributions & income

Employer contributions
$1,106,517
Participant contributions
$2,023,539
Total income / additions
$8,189,613

Expenses & distributions

Benefits paid / distributions
$10,967,898
Total expenses
$11,451,243
Net increase / (decrease)
-$3,261,630

Coverage

Total reported participants
3,470
Plans with financial statements
4
Plans with provider compensation
6

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Taylorsville, 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 Taylorsville, NC
PlanSponsorReported assets (EOY)Year
Schneider Mills Employees' TrustSchneider Mills, Inc$14,771,8492023
Mitchell Gold + Bob Williams 401(K) PlanThe Mitchell Gold Co.$11,833,6852023
Taylor King Furniture, Inc. 401(K) PlanTaylor King Furniture, Inc.$4,969,0942023
Group Health Plan For Employees Of Precision Materials, LLCPrecision Materials, LLC$46,1332023
Schneider Mills, Inc. - Dental PlanSchneider Mills, Inc.not reported in the loaded dataset2023
Schneider Mills, Inc. - Short Term Disability PlanSchneider Mills, Inc.not reported in the loaded dataset2023
Schneider Mills, Inc. - Long Term Disability PlanSchneider Mills, Inc.not reported in the loaded dataset2023
Schneider Mills, Inc. - Accident PlanSchneider Mills, Inc.not reported in the loaded dataset2023
Schneider Mills, Inc - Cancer PlanSchneider Mills, Inc.not reported in the loaded dataset2023
Schneider Mills, Inc Critical Illness PlanSchneider Mills, Inc.not reported in the loaded dataset2023
Taylor King Furniture, Inc. Health And Welfare PlanTaylor King Furniture, Inc.not reported in the loaded dataset2023
Precision Materials, LLC Group Insurance PlanPrecision Materials, LLCnot reported in the loaded dataset2023
Schneider Mills, Inc - Health PlanSchneider Mills, Inc.not reported in the loaded dataset2023
Schneider Mills, Inc. - Life Ad&D PlanSchneider Mills, Inc.not reported in the loaded dataset2023

Related Form 5500 pages