Elon, 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, Elon, NC has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $381,896,210 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $381,896,210
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $381,896,210
Contributions & income
- Employer contributions
- $8,066,952
- Participant contributions
- $8,200,509
- Total income / additions
- $64,512,671
Expenses & distributions
- Benefits paid / distributions
- $19,230,899
- Total expenses
- $19,462,706
- Net increase / (decrease)
- $45,049,965
Coverage
- Total reported participants
- 5,592
- Plans with financial statements
- 4
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Elon, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Elon University Defined Contribution Plan | Elon University | $298,498,842 | 2023 |
| Elon University Tax Deferred Annuity Plan | Elon University | $83,103,415 | 2023 |
| Gcm Elite, Incorporated Retirement Plan | Gcm Elite, Incorporated | $228,582 | 2023 |
| Sqr Fitness Corp. 401(K) Plan | Sqr Fitness Corp. | $65,371 | 2023 |
| Wilson Tire And Automotive 401k Plan | Wilson Tire And Automotive Inc | not reported in the loaded dataset | 2023 |
| Elon University Health And Welfare Plan | Elon University | not reported in the loaded dataset | 2023 |
Largest plans in Elon → · Elon plans by participants → · Elon plans with financial data → · Elon plans with provider compensation → · $1B+ plans in Elon →
Related Form 5500 pages
- All NC Form 5500 filings
- Elon University Defined Contribution Plan (plan 001)
- Elon University — all reported plans
- Elon University Tax Deferred Annuity Plan (plan 002)
- Gcm Elite, Incorporated Retirement Plan (plan 001)
- Gcm Elite, Incorporated — all reported plans
- Sqr Fitness Corp. 401(K) Plan (plan 001)
- Sqr Fitness Corp. — all reported plans
- Wilson Tire And Automotive 401k Plan (plan 401)
- Wilson Tire And Automotive Inc — all reported plans
- Elon University Health And Welfare Plan (plan 505)
- Methodology
- Data sources