East Flat Rock, 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, East Flat Rock, NC has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $1,741,589 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in East Flat Rock

  • 2 loaded plans hold $1.7M in reported assets across 1 sponsors.
  • The largest, Elkamet 401(K) Plan, holds 100% of reported East Flat Rock plan assets.
  • Plans cover 344 participants — about 172 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.7MSummed across loaded plans$1,741,589
Total reported assets$1.7M$1,741,589
Total reported participants344
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.7M total assets
Net assets$1.7MLiabilities$0
Contributions & income
Employer contributions$37K
Participant contributions$163.3K
Total income / additions$527.4K
Expenses & distributions
Benefits paid / distributions$138.4K
Total expenses$152.8K
Net increase / (decrease)$374.6K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for East Flat Rock, 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

East Flat Rock market comparison

Largest plan share of assets100%Elkamet 401(K) Plan
Participants per plan172Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in East Flat Rock

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

  1. 1
    Elkamet · 2023
  2. 2
    Elkamet Health And Welfare Plannot reported in the loaded dataset
    Elkamet · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for East Flat Rock, NC?
2 plan(s) reported by 1 sponsor(s) are loaded for East Flat Rock, NC.

Related Form 5500 pages