Plan5500

Haw River, 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, Haw River, NC has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $2,214,744 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Haw River

  • 3 loaded plans hold $2.2M in reported assets across 3 sponsors.
  • The largest, Andersen Products, Inc. 401(K) Savings Plan, holds 90% of reported Haw River plan assets.
  • Plans cover 120 participants — about 40 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$2.2MSummed across loaded plans$2,214,744
Total reported assets$2.2M$2,214,744
Total reported participants120
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.2M total assets
Net assets$2.2MLiabilities$0
Contributions & income
Employer contributions$72K
Participant contributions$308.6K
Total income / additions$790.2K
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.5M
Net increase / (decrease)-$664.4K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Haw River market comparison

Largest plan share of assets90%Andersen Products, Inc. 401(K) Savings Plan
Participants per plan40Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Haw River

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

  1. 1
    Andersen Products, Inc. 401(K) Savings Plan$2M
    Andersen Products, Inc. · 2023
  2. 2
    Providence 1 Fitness Inc. Retirement Plan$118.8K
    Providence 1 Fitness Inc. · 2023
  3. 3
    Cole Technologies Inc. Retirement Plan$110K
    Cole Technologies Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Haw River, NC?
3 plan(s) reported by 3 sponsor(s) are loaded for Haw River, NC.

Related Form 5500 pages