Banner Elk, 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, Banner Elk, NC has 9 loaded benefit plan(s) reported by 6 plan sponsor(s), with $40,402,140 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $40,402,140
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $40,402,140
Contributions & income
- Employer contributions
- $1,017,288
- Participant contributions
- $1,087,275
- Total income / additions
- $6,549,390
Expenses & distributions
- Benefits paid / distributions
- $3,568,662
- Total expenses
- $3,604,838
- Net increase / (decrease)
- $2,944,552
Coverage
- Total reported participants
- 1,390
- Plans with financial statements
- 6
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Banner Elk, 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 |
|---|---|---|---|
| The Mast General Store, Inc. 401(K) Retirement Plan | The Mast General Store, Inc. | $15,214,820 | 2023 |
| Lees-Mcrae College 403(B) Retirement Plan | Lees-Mcrae College, Inc. | $14,714,806 | 2023 |
| The Mast General Store, Inc. Employee Stock Ownership Plan | The Mast General Store, Inc. | $8,557,505 | 2023 |
| Alpine Ski Center Retirement Plan | Alpine Ski Center Inc | $1,658,691 | 2023 |
| The Barlow Inc. 401(K) Plan | The Barlow Inc. | $190,183 | 2023 |
| Townsend Valle Corp. 401(K) Profit Sharing Plan | Townsend Valle Corp. | $66,135 | 2023 |
| Elk River Club Employee Benefit Plan | Elk River Club | not reported in the loaded dataset | 2023 |
| Lees-Mcrae College, Inc. Long Term Disability Plan | Lees-Mcrae Ltd Plan | not reported in the loaded dataset | 2023 |
| Health Care Plan Of Lees-Mcrae College | Lees-Mcrae College | not reported in the loaded dataset | 2023 |
Largest plans in Banner Elk → · Banner Elk plans by participants → · Banner Elk plans with financial data → · Banner Elk plans with provider compensation → · $1B+ plans in Banner Elk →
Related Form 5500 pages
- All NC Form 5500 filings
- The Mast General Store, Inc. 401(K) Retirement Plan (plan 002)
- The Mast General Store, Inc. — all reported plans
- Lees-Mcrae College 403(B) Retirement Plan (plan 001)
- Lees-Mcrae College, Inc. — all reported plans
- The Mast General Store, Inc. Employee Stock Ownership Plan (plan 001)
- Alpine Ski Center Retirement Plan (plan 001)
- Alpine Ski Center Inc — all reported plans
- The Barlow Inc. 401(K) Plan (plan 001)
- The Barlow Inc. — all reported plans
- Townsend Valle Corp. 401(K) Profit Sharing Plan (plan 001)
- Townsend Valle Corp. — all reported plans
- Elk River Club Employee Benefit Plan (plan 501)
- Elk River Club — all reported plans
- Lees-Mcrae College, Inc. Long Term Disability Plan (plan 502)
- Health Care Plan Of Lees-Mcrae College (plan 501)
- Methodology
- Data sources