Plan5500

Bakersville, 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, Bakersville, NC has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $3,802,997 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Bakersville

  • 2 loaded plans hold $3.8M in reported assets across 1 sponsors.
  • The largest, Mountain Community Health Partnership Inc. 401(K) Plan, holds 100% of reported Bakersville plan assets.
  • Plans cover 239 participants — about 120 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.8MSummed across loaded plans$3,802,997
Total reported assets$3.8M$3,802,997
Total reported participants239
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.8M total assets
Net assets$3.8MLiabilities$0
Contributions & income
Employer contributions$341.8K
Participant contributions$421.3K
Total income / additions$1.3M
Expenses & distributions
Benefits paid / distributions$184.8K
Total expenses$194.9K
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bakersville, 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.

Computed from loaded plans

Bakersville market comparison

Largest plan share of assets100%Mountain Community Health Partnership Inc. 401(K) Plan
Participants per plan120Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Bakersville

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Mountain Community Health Partnership Inc. 401(K) Plan$3.8M
    Mountain Community Health Partnership Incorporated · 2023
  2. 2
    Mountain Community Health Partnership, Inc. Employee Benefit Plannot reported in the loaded dataset
    Mountain Community Health Partnership Inc. · 2023

Largest plans in Bakersville → · Bakersville plans by participants → · Bakersville plans with financial data → · Bakersville plans with provider compensation → · $1B+ plans in Bakersville →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Bakersville, NC?
2 plan(s) reported by 1 sponsor(s) are loaded for Bakersville, NC.

Related Form 5500 pages