Clayton, 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, Clayton, NC has 17 loaded benefit plan(s) reported by 14 plan sponsor(s), with $38,185,953 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 17
- Plan sponsors
- 14
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $38,185,953
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $38,323,058
Contributions & income
- Employer contributions
- $798,644
- Participant contributions
- $1,783,608
- Total income / additions
- $8,694,295
Expenses & distributions
- Benefits paid / distributions
- $2,539,722
- Total expenses
- $2,665,140
- Net increase / (decrease)
- $6,029,155
Coverage
- Total reported participants
- 1,329
- Plans with financial statements
- 13
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Clayton, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Ronco Employees 401(K) Savings Plan | Team Ronco Incorporated | $30,535,173 | 2023 |
| Riverwild 401(K) Plan | Riverwild, LLC | $3,149,728 | 2023 |
| Carolina Comfort Air 401(K) Plan | Carolina Comfort Air, Inc. | $1,974,773 | 2023 |
| Dnb Management, Inc. 401k Profit Sharing Plan | Dnb Management, Inc. | $507,915 | 2023 |
| Abouthealth Inc. Retirement Plan | Abouthealth Inc. | $468,642 | 2023 |
| Upper Wellness Inc. Retirement Plan | Upper Wellness Inc. | $449,002 | 2023 |
| C & J Sports Inc. Retirement Plan | C & J Sports Inc. | $446,750 | 2023 |
| Jonathan Paul Associates, Inc. Profit Sharing Plan & Trust | Jonathan Paul Associates, Inc. | $249,000 | 2023 |
| Lucky Girl'S Property Management Inc 401(K) Plan | Lucky Girl'S Property Management Inc | $192,014 | 2023 |
| Establish Capital Inc. Retirement Plan | Establish Capital Inc. | $120,184 | 2023 |
| Carolina Custom Blinds And Design, Inc. 401(K) Plan | Carolina Custom Blinds And Design, Inc. | $92,772 | 2023 |
| Chitwood Agency 401k | Chitwood Agency Corporation | $0 | 2023 |
| Ginsler From The Cask Adventures Inc. 401k Profit Sharing Plan | Ginsler From The Cask Adventures Inc. | $0 | 2023 |
| Riverwild Health And Welfare Plan | Riverwild, LLC | not reported in the loaded dataset | 2023 |
| Riverwild, LLC Group Dental, Life, And Disability Plan | Riverwild, LLC | not reported in the loaded dataset | 2023 |
| The Hales Group Health And Welfare Plan | The Hales Group | not reported in the loaded dataset | 2023 |
| Carolina Comfort Air, Inc. Health & Welfare Benefits Plan | Carolina Comfort Air, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Clayton → · Clayton plans by participants → · Clayton plans with financial data → · Clayton plans with provider compensation → · $1B+ plans in Clayton →
Related Form 5500 pages
- All NC Form 5500 filings
- Ronco Employees 401(K) Savings Plan (plan 001)
- Team Ronco Incorporated — all reported plans
- Riverwild 401(K) Plan (plan 001)
- Riverwild, LLC — all reported plans
- Carolina Comfort Air 401(K) Plan (plan 001)
- Carolina Comfort Air, Inc. — all reported plans
- Dnb Management, Inc. 401k Profit Sharing Plan (plan 001)
- Dnb Management, Inc. — all reported plans
- Abouthealth Inc. Retirement Plan (plan 001)
- Abouthealth Inc. — all reported plans
- Upper Wellness Inc. Retirement Plan (plan 001)
- Upper Wellness Inc. — all reported plans
- C & J Sports Inc. Retirement Plan (plan 001)
- C & J Sports Inc. — all reported plans
- Jonathan Paul Associates, Inc. Profit Sharing Plan & Trust (plan 001)
- Jonathan Paul Associates, Inc. — all reported plans
- Lucky Girl'S Property Management Inc 401(K) Plan (plan 001)
- Lucky Girl'S Property Management Inc — all reported plans
- Establish Capital Inc. Retirement Plan (plan 001)
- Establish Capital Inc. — all reported plans
- Carolina Custom Blinds And Design, Inc. 401(K) Plan (plan 001)
- Carolina Custom Blinds And Design, Inc. — all reported plans
- Chitwood Agency 401k (plan 001)
- Chitwood Agency Corporation — all reported plans
- Ginsler From The Cask Adventures Inc. 401k Profit Sharing Plan (plan 001)
- Ginsler From The Cask Adventures Inc. — all reported plans
- Riverwild Health And Welfare Plan (plan 501)
- Riverwild, LLC Group Dental, Life, And Disability Plan (plan 502)
- Methodology
- Data sources