Plan5500

Fletcher, 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, Fletcher, NC has 8 loaded benefit plan(s) reported by 8 plan sponsor(s), with $17,894,449 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
8
Latest filing year
2023

What stands out in Fletcher

  • 8 loaded plans hold $17.9M in reported assets across 8 sponsors.
  • The largest, Cane Creek Cycling Components, Inc. Employee Stock Ownership Plan, holds 37% of reported Fletcher plan assets.
  • Plans cover 540 participants — about 68 per plan.
  • 88% of loaded plans report full Schedule H/I financial statements.
  • 13% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$17.9MSummed across loaded plans$17,888,348
Total reported assets$17.9M$17,894,449
Total reported participants540
Total reported liabilities$6.1K$6,101

Reported net position

Reported assets = net assets + liabilities (summed)$17.9M total assets
Net assets$17.9MLiabilities$6.1K
Contributions & income
Employer contributions$173.5K
Participant contributions$684.9K
Total income / additions$3.4M
Expenses & distributions
Benefits paid / distributions$2.8M
Total expenses$2.8M
Net increase / (decrease)$549.7K

Data coverage

Plans with financial statements7 / 8 (88%)
Plans with provider compensation1 / 8 (13%)

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

Fletcher market comparison

Largest plan share of assets37%Cane Creek Cycling Components, Inc. Employee Stock Ownership Plan
Participants per plan68Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Fletcher

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

  1. 1
    Cane Creek Cycling Components, Inc. Employee Stock Ownership Plan$6.7M
    Cane Creek Cycling Components, Inc. · 2023
  2. 2
    Apple Tree Enterprises, Inc. Profit Sharing Plan$4.4M
    Apple Tree Enterprises, Inc. · 2023
  3. 3
    Jsa Associates, Inc. 401k Profit Sharing Plan$3.4M
    Jsa Associates, Inc. · 2023
  4. 4
    Blue Ridge Metals Corporation 401(K) Retirement Plan$3.1M
    Blue Ridge Metals Corporation · 2023
  5. 5
    D E Welch Profit Sharing Plan & Trust$241.6K
    D E Welch, Inc. · 2023
  6. 6
    Vista Retail Group Retirement Plan$0
    Vista Retail Group, Inc. · 2023
  7. 7
    Ngm Investments Inc. 401(K) Plan$0
    Ngm Investments Inc. · 2023
  8. 8
    South Asheville Hotel Associates, LLC Welfare Plannot reported in the loaded dataset
    South Asheville Hotel Associates, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Fletcher, NC?
8 plan(s) reported by 8 sponsor(s) are loaded for Fletcher, NC.

Related Form 5500 pages