Barium Springs, 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, Barium Springs, NC has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $8,483,297 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$8,483,297
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$8,483,297

Contributions & income

Employer contributions
$350,435
Participant contributions
$538,525
Total income / additions
$2,687,973

Expenses & distributions

Benefits paid / distributions
$1,486,902
Total expenses
$1,548,774
Net increase / (decrease)
$1,139,199

Coverage

Total reported participants
343
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Barium Springs, 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 Barium Springs, NC
PlanSponsorReported assets (EOY)Year
Children'S Hope Alliance Tax-Deferred Annuity PlanChildrens Hope Alliance$8,483,2972023

Related Form 5500 pages