Plan5500

Elm City, 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, Elm City, NC has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $3,458,079 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 Elm City

  • 2 loaded plans hold $3.5M in reported assets across 1 sponsors.
  • The largest, S E & M Constructors, Inc. 401(K) Plan, holds 100% of reported Elm City plan assets.
  • Plans cover 234 participants — about 117 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$3.5MSummed across loaded plans$3,455,387
Total reported assets$3.5M$3,458,079
Total reported participants234
Total reported liabilities$2.7K$2,692

Reported net position

Reported assets = net assets + liabilities (summed)$3.5M total assets
Net assets$3.5MLiabilities$2.7K
Contributions & income
Employer contributions$100K
Participant contributions$371.1K
Total income / additions$958.4K
Expenses & distributions
Benefits paid / distributions$153.7K
Total expenses$180.9K
Net increase / (decrease)$777.5K

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 Elm City, 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

Elm City market comparison

Largest plan share of assets100%S E & M Constructors, Inc. 401(K) Plan
Participants per plan117Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Elm City

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

  1. 1
    S E & M Constructors, Inc. 401(K) Plan$3.5M
    S E & M Constructors, Inc. · 2023
  2. 2
    Se & M Constructors, Inc. Employee Benefits Plannot reported in the loaded dataset
    Se & M Constructors, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages