Plan5500

Burgaw, 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, Burgaw, NC has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $3,330,252 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Burgaw

  • 3 loaded plans hold $3.3M in reported assets across 2 sponsors.
  • The largest, Pender Ems And Fire, Inc. Retirement Pension Plan, holds 100% of reported Burgaw plan assets.
  • Plans cover 355 participants — about 118 per plan.
  • 33% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.3MSummed across loaded plans$3,330,252
Total reported assets$3.3M$3,330,252
Total reported participants355
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.3M total assets
Net assets$3.3MLiabilities$0
Contributions & income
Employer contributions$374.4K
Participant contributions$273.4K
Total income / additions$1M
Expenses & distributions
Benefits paid / distributions$548.4K
Total expenses$683.1K
Net increase / (decrease)$359.9K

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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

Burgaw market comparison

Largest plan share of assets100%Pender Ems And Fire, Inc. Retirement Pension Plan
Participants per plan118Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Burgaw

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

  1. 1
    Pender Ems And Fire, Inc. Retirement Pension Plan$3.3M
    Pender Ems And Fire, Inc. · 2023
  2. 2
    D&H Marketing Group Health And Welfare Benefits Plannot reported in the loaded dataset
    D&H Marketing Group Inc · 2023
  3. 3
    Pender Ems & Fire, Inc. Welfare And Benefit Plannot reported in the loaded dataset
    Pender Ems & Fire, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages