Arden, 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, Arden, NC has 18 loaded benefit plan(s) reported by 14 plan sponsor(s), with $29,823,376 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
18
Plan sponsors
14
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$29,823,376
Total reported liabilities (EOY)
$12,568
Total reported net assets (EOY)
$29,810,808

Contributions & income

Employer contributions
$1,288,280
Participant contributions
$5,373,653
Total income / additions
$11,227,500

Expenses & distributions

Benefits paid / distributions
$2,424,970
Total expenses
$2,566,590
Net increase / (decrease)
$8,660,910

Coverage

Total reported participants
8,200
Plans with financial statements
12
Plans with provider compensation
7

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Arden, 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 Arden, NC
PlanSponsorReported assets (EOY)Year
Broad River Rehabilitation 401(K) PlanBroad River Rehabilitation, LLC$9,798,6172023
Sanstone Management Company 401(K) PlanSanstone Management Company, LLC$6,642,9622023
System Logistics Corporation 401(K) Profit Sharing Plan & TrustSystem Logistics Corporation$5,502,9842023
Boj Of Wnc, LLC Retirement PlanBoj Of Wnc, LLC$3,635,0522023
Arcadia Beverage 401(K) PlanArcadia Farms, LLC Dba Arcadia Beverage$2,094,2902023
Fahrenheit 828 Inc. Retirement PlanFahrenheit 828 Inc.$469,0292023
Venture 2134, Inc. 401(K) Profit Sharing PlanVenture 2134, Inc.$450,3102023
Bent Creek Hospitality, Inc 401(K) Profit Sharing PlanBent Creek Hospitality, Inc$443,8292023
Your Montessori 401kYour Montessori School, Inc.$423,7242023
Carolina Outdoor Ventures, Inc. 401(K) PlanCarolina Outdoor Ventures, Inc.$170,4552023
Vandora Holdings 401kVandora Holdings Company$123,6092023
Team Chambers, Inc. 401k Profit Sharing PlanTeam Chambers, Inc.$68,5152023
Arcadia Beverage Wrap PlanArcadia Farms, LLC Dba Arcadia Beveragenot reported in the loaded dataset2023
Bojangles Of Western North Carolina, LLC Health And Welfare PlanBojangles Of Western North Carolina, LLCnot reported in the loaded dataset2023
Broad River Welfare Benefits PlanBroad River Rehabnot reported in the loaded dataset2023
Sanstone Health And Rehabilitation Co. Employee Benefits PlanSanstone Health And Rehabilitation Companynot reported in the loaded dataset2023
System Logistics CorporationSystem Logistics Corporationnot reported in the loaded dataset2023
Asheville Buncombe Community Christian Ministry Employee Benefit PlanAsheville Buncombe Community Christian Ministrynot reported in the loaded dataset2023

Related Form 5500 pages