Plan5500

Belhaven, 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, Belhaven, NC has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $2,450,507 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 Belhaven

  • 2 loaded plans hold $2.5M in reported assets across 2 sponsors.
  • The largest, High Zzeazzz, Inc. 401(K) Plan, holds 79% of reported Belhaven plan assets.
  • Plans cover 8 participants — about 4 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$2.5MSummed across loaded plans$2,450,507
Total reported assets$2.5M$2,450,507
Total reported participants8
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$2.5M total assets
Net assets$2.5MLiabilities—
Contributions & income
Employer contributions$3K
Participant contributions$23K
Total income / additions$1.6M
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$1.6M

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 Belhaven, 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

Belhaven market comparison

Largest plan share of assets79%High Zzeazzz, Inc. 401(K) Plan
Participants per plan4Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Belhaven

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

  1. 1
    High Zzeazzz, Inc. 401(K) Plan$1.9M
    High Zzeazzz, Inc. · 2023
  2. 2
    Ibx Marine Inc Solo 401k Psp$509.6K
    Ibx Marine Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages