Plan5500

Clemmons, 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, Clemmons, NC has 7 loaded benefit plan(s) reported by 7 plan sponsor(s), with $6,229,277 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
7
Latest filing year
2023

What stands out in Clemmons

  • 7 loaded plans hold $6.2M in reported assets across 7 sponsors.
  • The largest, Bob L Robertson Profit Sharing Plan, holds 61% of reported Clemmons plan assets.
  • Plans cover 1,086 participants — about 155 per plan.
  • 86% of loaded plans report full Schedule H/I financial statements.
  • 14% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.2MSummed across loaded plans$6,229,277
Total reported assets$6.2M$6,229,277
Total reported participants1.1K1,086
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.2M total assets
Net assets$6.2MLiabilities$0
Contributions & income
Employer contributions$94.4K
Participant contributions$128.7K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$1M
Total expenses$1.1M
Net increase / (decrease)$125.5K

Data coverage

Plans with financial statements6 / 7 (86%)
Plans with provider compensation1 / 7 (14%)

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

Clemmons market comparison

Largest plan share of assets61%Bob L Robertson Profit Sharing Plan
Participants per plan155Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Clemmons

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

  1. 1
    Bob L Robertson Profit Sharing Plan$3.8M
    Performance Specialties, Inc. · 2023
  2. 2
    Tullock Management Co., Inc. 401 K Plan$1.7M
    Tullock Management Company, Inc · 2023
  3. 3
    T At Four Enterprises, Inc. Profit Sharing Plan$388.6K
    T At Four Enterprises, Inc. · 2023
  4. 4
    Work With, Inc. 401(K) Plan$204.6K
    Work With, Inc. · 2023
  5. 5
    Stafford Fitness, Inc. 401(K) Profit Sharing Plan$157.1K
    Stafford Fitness, Inc. · 2023
  6. 6
    Classic Car Depot, Inc. Retirement Plan$0
    Classic Car Depot, Inc. · 2023
  7. 7
    Modern Automotive Network Flexible Benefit Plannot reported in the loaded dataset
    Modern Automotive Network · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Clemmons, NC?
7 plan(s) reported by 7 sponsor(s) are loaded for Clemmons, NC.

Related Form 5500 pages