Troutman, 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, Troutman, NC has 7 loaded benefit plan(s) reported by 4 plan sponsor(s), with $50,934,839 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $50,934,839
- Total reported liabilities (EOY)
- $326,723
- Total reported net assets (EOY)
- $50,608,116
Contributions & income
- Employer contributions
- $2,112,899
- Participant contributions
- $3,494,164
- Total income / additions
- $13,669,650
Expenses & distributions
- Benefits paid / distributions
- $5,637,232
- Total expenses
- $5,884,036
- Net increase / (decrease)
- $7,785,614
Coverage
- Total reported participants
- 5,490
- Plans with financial statements
- 4
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Troutman, 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 |
|---|---|---|---|
| Case Foods, Inc. 401(K) Plan | Case Foods, Inc. | $39,247,854 | 2023 |
| C.R. Onsrud, Inc. 401(K) Profit Sharing Plan | C.R. Onsrud, Inc. | $11,592,505 | 2023 |
| Abt, Inc Health Insurance Plan | Abt, Inc. | $94,480 | 2023 |
| Bruce Logistics Inc. Retirement Plan | Bruce Logistics Inc. | $0 | 2023 |
| Cr Onsrud Health And Wellness Plan | Cr Onsrud Inc | not reported in the loaded dataset | 2023 |
| Case Foods, Inc. And Affiliated Entities Comprehensive Welfare Benefits Plan | Case Foods, Inc. And Affiliated Entities | not reported in the loaded dataset | 2023 |
| Abt, Inc. Group Insurance Plan (502) | Abt, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Troutman → · Troutman plans by participants → · Troutman plans with financial data → · Troutman plans with provider compensation → · $1B+ plans in Troutman →
Related Form 5500 pages
- All NC Form 5500 filings
- Case Foods, Inc. 401(K) Plan (plan 001)
- Case Foods, Inc. — all reported plans
- C.R. Onsrud, Inc. 401(K) Profit Sharing Plan (plan 001)
- C.R. Onsrud, Inc. — all reported plans
- Abt, Inc Health Insurance Plan (plan 501)
- Abt, Inc. — all reported plans
- Bruce Logistics Inc. Retirement Plan (plan 001)
- Bruce Logistics Inc. — all reported plans
- Cr Onsrud Health And Wellness Plan (plan 501)
- Case Foods, Inc. And Affiliated Entities Comprehensive Welfare Benefits Plan (plan 507)
- Abt, Inc. Group Insurance Plan (502) (plan 502)
- Methodology
- Data sources