Search public Form 5500 filings

Plans

• planVallen Distribution, Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
  $189.8Mreported assets (EOY)
  Sponsor: Vallen Distribution, Inc.EIN: 56-2281578Plan: 001Participants: 3,084Assets: $189,783,952Net assets: $189.8MAssets / participant: $61.5KLocation: Belmont, NCLatest: 2023
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• planBelmont Abbey College Retirement PlanFinancial statementProvider compensation2023 filing
  $30.9Mreported assets (EOY)
  Sponsor: Belmont Abbey College, Inc.EIN: 56-0547498Plan: 002Participants: 538Assets: $30,883,337Net assets: $30.9MAssets / participant: $57.4KLocation: Belmont, NCLatest: 2023
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• planHoly Angels, Inc. 403(B) Retirement Savings PlanFinancial statementProvider compensation2023 filing
  $6Mreported assets (EOY)
  Sponsor: Holy Angels, Inc.EIN: 51-0230406Plan: 001Participants: 469Assets: $6,041,122Net assets: $6MAssets / participant: $12.9KLocation: Belmont, NCLatest: 2023
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• planMeaningful Legacy Corp. Retirement PlanFinancial statement2023 filing
  $208.1Kreported assets (EOY)
  Sponsor: Meaningful Legacy Corp.EIN: 85-1325731Plan: 001Participants: 4Assets: $208,135Net assets: $208.1KAssets / participant: $52KLocation: Belmont, NCLatest: 2023
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• planPack Family G5 Inc 401k Profit Sharing PlanFinancial statement2023 filing
  $165.3Kreported assets (EOY)
  Sponsor: Pack Family G5 Inc.EIN: 87-2481161Plan: 001Participants: 2Assets: $165,327Net assets: $165.3KAssets / participant: $82.7KLocation: Belmont, NCLatest: 2023
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• planDae Premier Market 401k TrustFinancial statement2023 filing
  $56.9Kreported assets (EOY)
  Sponsor: Dae Premier Market Inc.EIN: 93-4060554Plan: 001Participants: 0Assets: $56,900Net assets: $56.9KLocation: Belmont, NCLatest: 2023
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• planAgd Renovations, Inc. Profit Sharing PlanFinancial statement2023 filing
  $14.4Kreported assets (EOY)
  Sponsor: Agd Renovations, Inc.EIN: 93-1857710Plan: 001Participants: 1Assets: $14,435Net assets: $14.4KAssets / participant: $14.4KLocation: Belmont, NCLatest: 2023
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• planWilbert, Inc. 401(K) Retirement Savings PlanFinancial statementProvider compensation2023 filing
  $0reported assets (EOY)
  Sponsor: Wilbert, Inc.EIN: 36-1178800Plan: 005Participants: 758Assets: $0Net assets: $0Assets / participant: $0Location: Belmont, NCLatest: 2023
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