Plan5500

Bath, 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, Bath, NC has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $2,051,379 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
2
Latest filing year
2023

What stands out in Bath

  • 2 loaded plans hold $2.1M in reported assets across 2 sponsors.
  • The largest, Tankard Farms Inc Employees' 401(K) Profit Sharing Plan And Trust, holds 62% of reported Bath plan assets.
  • Plans cover 16 participants — about 8 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.1MSummed across loaded plans$2,051,379
Total reported assets$2.1M$2,051,379
Total reported participants16
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$2.1M total assets
Net assets$2.1MLiabilities—
Contributions & income
Employer contributions$26.7K
Participant contributions$86.8K
Total income / additions$316.1K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expensesNot reported
Net increase / (decrease)$316.1K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Bath market comparison

Largest plan share of assets62%Tankard Farms Inc Employees' 401(K) Profit Sharing Plan And Trust
Participants per plan8Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Bath

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

  1. 1
    Tankard Farms Inc Employees' 401(K) Profit Sharing Plan And Trust$1.3M
    Tankard Farms Inc · 2023
  2. 2
    Slade Landscaping Inc Employees' 401(K) Profit Sharing Plan And Trust$786.9K
    Slade Landscaping Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages