Fuquay-Varina, 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, Fuquay-Varina, NC has 29 loaded benefit plan(s) reported by 20 plan sponsor(s), with $171,134,940 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 29
- Plan sponsors
- 20
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $171,134,940
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $171,134,940
Contributions & income
- Employer contributions
- $5,151,029
- Participant contributions
- $9,059,944
- Total income / additions
- $40,180,777
Expenses & distributions
- Benefits paid / distributions
- $9,156,351
- Total expenses
- $9,666,691
- Net increase / (decrease)
- $30,514,086
Coverage
- Total reported participants
- 9,683
- Plans with financial statements
- 20
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fuquay-Varina, 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 |
|---|---|---|---|
| The Fidelity Bank Pension Plan | The Fidelity Bank | $39,329,452 | 2023 |
| Quality Equipment, LLC 401(K) Plan | Quality Equipment, LLC | $33,870,929 | 2023 |
| Freight Handlers, Inc. Retirement Savings Plan | Freight Handlers, Inc. | $17,213,448 | 2023 |
| Hiester Automotive Group 401(K) Plan | John Hiester Chevrolet, LLC | $5,734,440 | 2023 |
| Roamforth Incorporated 401(K) Profit Sharing Plan | Roamforth Incorporated | $384,324 | 2023 |
| Terhune Enterprises Inc. Retirement Plan | Terhune Enterprises Inc. | $204,037 | 2023 |
| Jvw Ventures Inc. Retirement Plan | Jvw Ventures Inc. | $78,702 | 2023 |
| Wahoo Inc. 401(K) Plan | Wahoo Inc. | $61,238 | 2023 |
| Triple S Inspections, Inc. 401(K) Plan | Triple S Inspections, Inc. | $24,040 | 2023 |
| Ronin Investments Inc. 401(K) Plan | Ronin Investments Inc. | $2,474 | 2023 |
| Quality Equipment, LLC Health & Welfare Benefits Plan | Quality Equipment, LLC | not reported in the loaded dataset | 2023 |
| The Fidelity Bank Group Life & Ad&D Plan | Fidelity Bank | not reported in the loaded dataset | 2023 |
Largest plans in Fuquay-Varina → · Fuquay-Varina plans by participants → · Fuquay-Varina plans with financial data → · Fuquay-Varina plans with provider compensation → · $1B+ plans in Fuquay-Varina →
Related Form 5500 pages
- All NC Form 5500 filings
- The Fidelity Bank Pension Plan (plan 001)
- The Fidelity Bank — all reported plans
- Quality Equipment, LLC 401(K) Plan (plan 001)
- Quality Equipment, LLC — all reported plans
- Freight Handlers, Inc. Retirement Savings Plan (plan 001)
- Freight Handlers, Inc. — all reported plans
- Hiester Automotive Group 401(K) Plan (plan 002)
- John Hiester Chevrolet, LLC — all reported plans
- Roamforth Incorporated 401(K) Profit Sharing Plan (plan 001)
- Roamforth Incorporated — all reported plans
- Terhune Enterprises Inc. Retirement Plan (plan 001)
- Terhune Enterprises Inc. — all reported plans
- Jvw Ventures Inc. Retirement Plan (plan 001)
- Jvw Ventures Inc. — all reported plans
- Wahoo Inc. 401(K) Plan (plan 001)
- Wahoo Inc. — all reported plans
- Triple S Inspections, Inc. 401(K) Plan (plan 001)
- Triple S Inspections, Inc. — all reported plans
- Ronin Investments Inc. 401(K) Plan (plan 001)
- Ronin Investments Inc. — all reported plans
- Quality Equipment, LLC Health & Welfare Benefits Plan (plan 505)
- The Fidelity Bank Group Life & Ad&D Plan (plan 506)
- Methodology
- Data sources