Plan5500

Fairview, 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, Fairview, NC has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $756,760 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 Fairview

  • 4 loaded plans hold $756.8K in reported assets across 4 sponsors.
  • The largest, Windy Ridge Ventures Retirement Plan, holds 49% of reported Fairview plan assets.
  • Plans cover 211 participants — about 53 per plan.
  • 75% 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$756.8KSummed across loaded plans$756,760
Total reported assets$756.8K$756,760
Total reported participants211
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$756.8K total assets
Net assets$756.8KLiabilities$0
Contributions & income
Employer contributions$15.3K
Participant contributions$0
Total income / additions$31.3K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$31.3K

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation0 / 4 ()

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

Fairview market comparison

Largest plan share of assets49%Windy Ridge Ventures Retirement Plan
Participants per plan53Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Fairview

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

  1. 1
    Windy Ridge Ventures Retirement Plan$373.7K
    Windy Ridge Ventures, Inc. · 2023
  2. 2
    The Field Group 401(K) Plan$282.8K
    The Field Group · 2023
  3. 3
    Applied Training Group Retirement Plan$100.2K
    Applied Training Group, Inc. · 2023
  4. 4
    T.P. Howards Plumbing Co., Inc. Wrap Plannot reported in the loaded dataset
    T.P. Howard'S Plumbing Company, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages