Plan5500

Cornelius, 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, Cornelius, NC has 21 loaded benefit plan(s) reported by 20 plan sponsor(s), with $25,696,034 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
21
Plan sponsors
20
Latest filing year
2023

What stands out in Cornelius

  • 21 loaded plans hold $25.7M in reported assets across 20 sponsors.
  • The largest, Financial Independence Corporation Retirement Plan, holds 64% of reported Cornelius plan assets.
  • Plans cover 1,256 participants — about 60 per plan.
  • 81% of loaded plans report full Schedule H/I financial statements.
  • 10% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$25.7MSummed across loaded plans$25,696,034
Total reported assets$25.7M$25,696,034
Total reported participants1.3K1,256
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$25.7M total assets
Net assets$25.7MLiabilities$0
Contributions & income
Employer contributions$625.5K
Participant contributions$1.7M
Total income / additions$5.7M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.8M
Net increase / (decrease)$4M

Data coverage

Plans with financial statements17 / 21 (81%)
Plans with provider compensation2 / 21 (10%)

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

Cornelius market comparison

Largest plan share of assets64%Financial Independence Corporation Retirement Plan
Participants per plan60Average across loaded plans
Plan sponsors20
Ranked by reported assets

Largest loaded plans in Cornelius

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

  1. 1
    Financial Independence Corporation Retirement Plan$16.4M
    Financial Independence Group, LLC · 2023
  2. 2
    Tt Of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(K) Plan$2.4M
    Tt Of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge · 2023
  3. 3
    Edu Healthcare LLC 401(K) Profit Sharing Plan & Trust$2.4M
    Edu Healthcare LLC · 2023
  4. 4
    Apg Enterprises Inc. Retirement Plan$797.7K
    Apg Enterprises Inc. · 2023
  5. 5
    Lake Norman Floors, Inc. Retirement Plan$668.3K
    Lake Norman Floors, Inc. · 2023
  6. 6
    Laura M Mikeworth Cpa Pa$593.1K
    Laura M Mikeworth Cpa Pa · 2023
  7. 7
    Marlow Visual Communication, Inc. Profit Sharing Plan$555.1K
    Marlow Visual Communication, Inc. · 2023
  8. 8
    Yawl, Inc. Profit Sharing Plan$445.9K
    Yawl, Inc. · 2023
  9. 9
    Victory Management Group 401(K) Profit Sharing Plan & Trust$399.5K
    Victory Management Group · 2023
  10. 10
    Leader & Associates Inc. Retirement Plan$340.5K
    Leader & Associates Inc. · 2023
  11. 11
    Wwjd 316, Inc. 401k Profit Sharing Plan$240.6K
    Wwjd 316, Inc. · 2023
  12. 12
    Brash Brands, Inc. Profit Sharing Plan$200K
    Brash Brands, Inc. · 2023
  13. 13
    Pure Courage, Inc. 401(K) Profit Sharing Plan$127.5K
    Pure Courage, Inc. · 2023
  14. 14
    Jenkins Daycare, Inc. Profit Sharing Plan$68.9K
    Jenkins Daycare, Inc. · 2023
  15. 15
    Hgl 401k$68.7K
    Healthy Green Living Inc. · 2023
  16. 16
    Kt'S Laundry Corp. Retirement Plan$0
    Kt'S Laundry Corp. · 2023
  17. 17
    Thomas Holdings, Inc. 401(K) Plan$0
    Thomas Holdings, Inc. · 2023
  18. 18
    Mpay Incnot reported in the loaded dataset
    Mpay Inc · 2023
  19. 19
    Southeast Dental Partners, LLC Health Benefit Plannot reported in the loaded dataset
    Southeast Dental Partners, LLC · 2023
  20. 20
    Griffin Bros Human Capital,LLC Welfare Benefits Plannot reported in the loaded dataset
    Griffin Bros Human Capital,LLC · 2023
  21. 21
    Financial Independence Group, LLC Employee Benefits Plannot reported in the loaded dataset
    Financial Independence Group, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Cornelius, NC?
21 plan(s) reported by 20 sponsor(s) are loaded for Cornelius, NC.

Related Form 5500 pages