Wendell, 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, Wendell, NC has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $13,068,002 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$13,068,002
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$13,068,002

Contributions & income

Employer contributions
$592,555
Participant contributions
$895,009
Total income / additions
$3,317,533

Expenses & distributions

Benefits paid / distributions
$1,497,791
Total expenses
$1,562,197
Net increase / (decrease)
$1,755,336

Coverage

Total reported participants
855
Plans with financial statements
4
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Wendell, 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 Wendell, NC
PlanSponsorReported assets (EOY)Year
Spc Mechanical Corporation Retirement Savings PlanSpc Mechanical Corporation$12,551,9992023
Metz Medical Transport, Inc. 401k Profit Sharing PlanMetz Medical Transport, Inc.$516,0032023
C&R Veverka Inc. Profit Sharing PlanC&R Veverka Inc.$02023
Spinelli & Cline Enterprise, Inc. 401(K) PlanSpinelli & Cline Enterprise, Inc.$02023
Spc Mechanical Corporation Employee Benefit PlanSpc Mechanical Corporationnot reported in the loaded dataset2023
Daedong Usa Inc Welfare Benefit PlanDaedong Usa Incnot reported in the loaded dataset2023

Related Form 5500 pages