Plan5500

Corolla, 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, Corolla, NC has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $6,413,935 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
4
Latest filing year
2023

What stands out in Corolla

  • 4 loaded plans hold $6.4M in reported assets across 4 sponsors.
  • The largest, Distinctive Group Inc. Retirement Plan, holds 88% of reported Corolla plan assets.
  • Plans cover 16 participants — about 4 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.4MSummed across loaded plans$6,413,935
Total reported assets$6.4M$6,413,935
Total reported participants16
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$6.4M total assets
Net assets$6.4MLiabilities—
Contributions & income
Total income / additions$445.7K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$445.7K

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation0 / 4 ()

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

Corolla market comparison

Largest plan share of assets88%Distinctive Group Inc. Retirement Plan
Participants per plan4Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Corolla

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

  1. 1
    Distinctive Group Inc. Retirement Plan$5.6M
    Distinctive Group, Inc. · 2023
  2. 2
    Whalehead Brewery, Inc. Retirement Plan$332.3K
    Whalehead Brewery, Inc. · 2023
  3. 3
    Dick'S Salty Dog, Inc. Retirement Plan$305.7K
    Dick'S Salty Dog, Inc. · 2023
  4. 4
    Cork, Cask & Casa 401k Trust$145K
    Cork, Cask And Casa Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages