Plan5500

Connelly Springs, 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, Connelly Springs, NC has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $4,909,437 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023

What stands out in Connelly Springs

  • 4 loaded plans hold $4.9M in reported assets across 2 sponsors.
  • The largest, Aquafil O'Mara, Inc. 401(K) Profit Sharing Plan And Trust, holds 100% of reported Connelly Springs plan assets.
  • Plans cover 626 participants — about 157 per plan.
  • 25% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.9MSummed across loaded plans$4,909,437
Total reported assets$4.9M$4,909,437
Total reported participants626
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.9M total assets
Net assets$4.9MLiabilities$0
Contributions & income
Employer contributions$127.8K
Participant contributions$188.1K
Total income / additions$891.2K
Expenses & distributions
Benefits paid / distributions$424.8K
Total expenses$441.5K
Net increase / (decrease)$449.7K

Data coverage

Plans with financial statements1 / 4 (25%)
Plans with provider compensation1 / 4 (25%)

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

Connelly Springs market comparison

Largest plan share of assets100%Aquafil O'Mara, Inc. 401(K) Profit Sharing Plan And Trust
Participants per plan157Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Connelly Springs

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

  1. 1
    Aquafil O'Mara, Inc. 401(K) Profit Sharing Plan And Trust$4.9M
    Aquafil O'Mara, Inc. · 2023
  2. 2
    Baker Interiors Furniture Company Health Plannot reported in the loaded dataset
    Baker Interiors Furniture Company · 2023
  3. 3
    Baker Interiors Furniture Company Dental Plannot reported in the loaded dataset
    Baker Interiors Furniture Company · 2023
  4. 4
    Baker Interiors Furniture Company Vision Plannot reported in the loaded dataset
    Baker Interiors Furniture Company · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages