Plan5500

Beaufort, 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, Beaufort, NC has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $4,758,300 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 Beaufort

  • 2 loaded plans hold $4.8M in reported assets across 2 sponsors.
  • The largest, East Hardwood 401(K) Profit Sharing Plan, holds 98% of reported Beaufort plan assets.
  • Plans cover 97 participants — about 49 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$4.8MSummed across loaded plans$4,758,300
Total reported assets$4.8M$4,758,300
Total reported participants97
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.8M total assets
Net assets$4.8MLiabilities$0
Contributions & income
Employer contributions$136.8K
Participant contributions$223K
Total income / additions$1M
Expenses & distributions
Benefits paid / distributions$154K
Total expenses$154.8K
Net increase / (decrease)$845.8K

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 Beaufort, 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

Beaufort market comparison

Largest plan share of assets98%East Hardwood 401(K) Profit Sharing Plan
Participants per plan49Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Beaufort

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

  1. 1
    East Hardwood 401(K) Profit Sharing Plan$4.6M
    East Hardwood Company, Inc. · 2023
  2. 2
    Pecan Tree Inn Hospitality, Inc. 401(K) Plan$112.9K
    Pecan Tree Inn Hospitality, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages