Graham, 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, Graham, NC has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $18,625,304 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)
$18,625,304
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$18,625,304

Contributions & income

Employer contributions
$495,865
Participant contributions
$1,293,559
Total income / additions
$5,040,071

Expenses & distributions

Benefits paid / distributions
$2,932,292
Total expenses
$2,978,655
Net increase / (decrease)
$2,061,416

Coverage

Total reported participants
1,188
Plans with financial statements
3
Plans with provider compensation
3

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

Largest loaded plans in Graham, NC
PlanSponsorReported assets (EOY)Year
Buckner Heavylift Cranes, LLC 401(K) PlanBuckner Heavylift Cranes, LLC$9,262,4392023
Pure Flow, Inc. Employees' 401(K) Profit Sharing PlanPure Flow, Inc.$8,914,2252023
Hoot Mon Management Retirement PlanHoot Mon Management, Inc.$448,6402023
Buckner Heavylift Cranes LLC Employee Benefit PlanBuckner Heavylift Cranes, LLCnot reported in the loaded dataset2023
Pureflow, Inc. Health And Welfare Benefits PlanPureflow, Inc.not reported in the loaded dataset2023
Big Rock Sports, LLC PlanBig Rock Sports, LLCnot reported in the loaded dataset2023

Related Form 5500 pages