Garner, 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, Garner, NC has 32 loaded benefit plan(s) reported by 20 plan sponsor(s), with $318,029,620 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 32
- Plan sponsors
- 20
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $318,029,620
- Total reported liabilities (EOY)
- $16,830,436
- Total reported net assets (EOY)
- $287,223,570
Contributions & income
- Employer contributions
- $19,042,044
- Participant contributions
- $14,306,558
- Total income / additions
- $79,547,192
Expenses & distributions
- Benefits paid / distributions
- $50,705,088
- Total expenses
- $52,650,063
- Net increase / (decrease)
- $26,897,129
Coverage
- Total reported participants
- 17,911
- Plans with financial statements
- 16
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Garner, 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 |
|---|---|---|---|
| Butterball, LLC Salary & Hourly 401(K) Plan | Butterball, LLC | $140,377,214 | 2023 |
| Carolina Turkeys Employees' Pension Plan | Butterball, LLC | $34,530,903 | 2023 |
| Community Care Of North Carolina, Inc 401(K) Plan | Community Care Of North Carolina, Inc. | $33,424,477 | 2023 |
| Morris & Associates, Inc. Employee Stock Ownership Plan | Morris & Associates, Inc. | $26,342,770 | 2023 |
| Sigma Engineered Solutions Retirement Plan | Sigma Electric Manufacturing Corporation | $22,439,843 | 2023 |
| C. R. T. S. , Inc 401(K) Profit Sharing Plan | C.R.T.S., Inc. | $13,975,614 | 2023 |
| The Hamlin Companies, Inc. 401(K) Profit Sharing Plan | The Hamlin Companies, Inc. | $12,727,141 | 2023 |
| Direct Distributors, Inc. 401(K) Plan | Direct Distributors, Inc. | $10,482,366 | 2023 |
| Wingswept Employee Stock Ownership Plan | Wingswept Holding Company | $8,184,100 | 2023 |
| Zapi Inc. Dba Inmotion 401(K) Plan | Zapi Inc. | $5,305,158 | 2023 |
| Independent Care Health Benefit Trust Group Medical Plan | Community Care Physicians Network, LLC | $4,550,644 | 2023 |
| Battery Systems Of Central Carolina Retirement Plan | Battery Systems Of Central Carolina, Inc. | $3,537,993 | 2023 |
| Garner 5th Avenue Pharmacy Inc. Retirement Plan | Garner 5th Avenue Pharmacy Inc. | $1,291,381 | 2023 |
| Precision Signs, Inc. Retirement Plan | Precision Signs, Inc. | $533,473 | 2023 |
| Jiat Industries Retirement Plan | Jiat Industries Inc | $197,232 | 2023 |
| Priest Group Retirement Plan | Priest Group Inc. | $129,311 | 2023 |
| Advanced Water Systems Eb Plan | Advanced Water Systems Inc Of Senc | not reported in the loaded dataset | 2023 |
| Lane & Associates Group Health And Welfare Plan | Lane & Associates Dds Pa | not reported in the loaded dataset | 2023 |
| Zapi, Inc Medical Plan | Zapi, Inc | not reported in the loaded dataset | 2023 |
| Zapi, Inc Dental Plan | Zapi, Inc | not reported in the loaded dataset | 2023 |
| Zapi, Inc Insurance And Disability Plan | Zapi, Inc | not reported in the loaded dataset | 2023 |
| Zapi, Inc Vision Plan | Zapi, Inc | not reported in the loaded dataset | 2023 |
| Advance Concrete, LLC | Advance Concrete, LLC | not reported in the loaded dataset | 2023 |
| Sigma Family Of Companies Health Plan | Sigma Electric Manufacturing Corporation | not reported in the loaded dataset | 2023 |
| Direct Distributors Inc Employee Benefit Plan | Direct Distributors, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Garner → · Garner plans by participants → · Garner plans with financial data → · Garner plans with provider compensation → · $1B+ plans in Garner →
Related Form 5500 pages
- All NC Form 5500 filings
- Butterball, LLC Salary & Hourly 401(K) Plan (plan 003)
- Butterball, LLC — all reported plans
- Carolina Turkeys Employees' Pension Plan (plan 001)
- Community Care Of North Carolina, Inc 401(K) Plan (plan 001)
- Community Care Of North Carolina, Inc. — all reported plans
- Morris & Associates, Inc. Employee Stock Ownership Plan (plan 002)
- Morris & Associates, Inc. — all reported plans
- Sigma Engineered Solutions Retirement Plan (plan 003)
- Sigma Electric Manufacturing Corporation — all reported plans
- C. R. T. S. , Inc 401(K) Profit Sharing Plan (plan 001)
- C.R.T.S., Inc. — all reported plans
- The Hamlin Companies, Inc. 401(K) Profit Sharing Plan (plan 001)
- The Hamlin Companies, Inc. — all reported plans
- Direct Distributors, Inc. 401(K) Plan (plan 001)
- Direct Distributors, Inc. — all reported plans
- Wingswept Employee Stock Ownership Plan (plan 002)
- Wingswept Holding Company — all reported plans
- Zapi Inc. Dba Inmotion 401(K) Plan (plan 001)
- Zapi Inc. — all reported plans
- Independent Care Health Benefit Trust Group Medical Plan (plan 501)
- Community Care Physicians Network, LLC — all reported plans
- Battery Systems Of Central Carolina Retirement Plan (plan 001)
- Battery Systems Of Central Carolina, Inc. — all reported plans
- Garner 5th Avenue Pharmacy Inc. Retirement Plan (plan 001)
- Garner 5th Avenue Pharmacy Inc. — all reported plans
- Precision Signs, Inc. Retirement Plan (plan 001)
- Precision Signs, Inc. — all reported plans
- Jiat Industries Retirement Plan (plan 001)
- Jiat Industries Inc — all reported plans
- Methodology
- Data sources