Plan5500

Hampstead, 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, Hampstead, NC has 6 loaded benefit plan(s) reported by 6 plan sponsor(s), with $1,684,226 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
6
Latest filing year
2023

What stands out in Hampstead

  • 6 loaded plans hold $1.7M in reported assets across 6 sponsors.
  • The largest, J&M Marx, Inc. 401(K) Plan, holds 51% of reported Hampstead plan assets.
  • Plans cover 32 participants — about 5 per plan.
  • 100% 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$1.7MSummed across loaded plans$1,684,226
Total reported assets$1.7M$1,684,226
Total reported participants32
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.7M total assets
Net assets$1.7MLiabilities$0
Contributions & income
Employer contributions$31.2K
Participant contributions$89.2K
Total income / additions$254.4K
Expenses & distributions
Benefits paid / distributions$439
Total expenses$439
Net increase / (decrease)$253.9K

Data coverage

Plans with financial statements6 / 6 (100%)
Plans with provider compensation0 / 6 ()

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

Hampstead market comparison

Largest plan share of assets51%J&M Marx, Inc. 401(K) Plan
Participants per plan5Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Hampstead

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

  1. 1
    J&M Marx, Inc. 401(K) Plan$853.4K
    J&M Marx, Inc. · 2023
  2. 2
    Namaste Enterprises Retirement Plan$452.6K
    Namaste Enterprises Inc · 2023
  3. 3
    Shoreline Fp 401k$280.6K
    Shoreline Family Practice, P.C. · 2023
  4. 4
    T&C Natale Properties, Inc. 401(K) Profit Sharing Plan$97.7K
    T&C Natale Properties, Inc. · 2023
  5. 5
    Jark, Inc. 401(K) Profit Sharing Plan$0
    Jark, Inc. · 2023
  6. 6
    Dixon Roman Group, Inc. Retirement Plan$0
    Dixon Roman Group, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Hampstead, NC?
6 plan(s) reported by 6 sponsor(s) are loaded for Hampstead, NC.

Related Form 5500 pages