Henderson, 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, Henderson, NC has 15 loaded benefit plan(s) reported by 12 plan sponsor(s), with $55,913,743 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 15
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $55,913,743
- Total reported liabilities (EOY)
- $1,421
- Total reported net assets (EOY)
- $55,912,322
Contributions & income
- Employer contributions
- $715,180
- Participant contributions
- $2,406,789
- Total income / additions
- $10,907,262
Expenses & distributions
- Benefits paid / distributions
- $4,583,071
- Total expenses
- $4,980,846
- Net increase / (decrease)
- $5,926,416
Coverage
- Total reported participants
- 12,288
- Plans with financial statements
- 9
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Henderson, 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 |
|---|---|---|---|
| Variety Wholesalers, Inc. Retirement Savings 401(K) Plan | Variety Wholesalers, Inc. | $28,119,490 | 2023 |
| M. R. Williams, Inc. 401(K) Profit Sharing Plan | M. R. Williams, Inc. | $10,329,752 | 2023 |
| Vance Family Medicine, P.A. 401(K) Profit Sharing Plan | Vance Family Medicine, P.A. | $7,633,744 | 2023 |
| Holland Supply Company Employee Stock Ownership Plan | Holland Supply Company | $5,801,952 | 2023 |
| Charles Boyd Chevrolet-Cadillac-Buick-Gmc, Inc. 401(K) Plan | Charles Boyd Chevrolet-Cadillac-Buick-Gmc, Inc. | $3,136,058 | 2023 |
| Isg-Cc, Inc. 401(K) Profit Sharing Plan | Isg-Cc, Inc. | $561,829 | 2023 |
| Bora Inc. 401(K) Plan | Bora Inc. | $267,947 | 2023 |
| Heka Treasures Company 401(K) Plan | Heka Treasures Company | $62,310 | 2023 |
| E Z Solutions, Inc. Profit Sharing Plan | E Z Solutions, Inc. | $661 | 2023 |
| M R Williams Inc Employee Benefit Plan | M R Williams Inc | not reported in the loaded dataset | 2023 |
| Roses Stores Inc Retired Life Plan | Variety Stores, LLC | not reported in the loaded dataset | 2023 |
| P&H Holdings Health And Welfare Plan | P&H Holdings, Inc | not reported in the loaded dataset | 2023 |
| Variety Wholesalers Inc Cafeteria Plan | Variety Wholesalers, Inc. | not reported in the loaded dataset | 2023 |
| Margate Health & Rehab Center Welfare Benefits Plan | Margate Health & Rehab Center, LLC & Affiliates | not reported in the loaded dataset | 2023 |
| M. R. Williams, Inc. Section 125 Plan | M. R. Williams, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Henderson → · Henderson plans by participants → · Henderson plans with financial data → · Henderson plans with provider compensation → · $1B+ plans in Henderson →
Related Form 5500 pages
- All NC Form 5500 filings
- Variety Wholesalers, Inc. Retirement Savings 401(K) Plan (plan 002)
- Variety Wholesalers, Inc. — all reported plans
- M. R. Williams, Inc. 401(K) Profit Sharing Plan (plan 001)
- M. R. Williams, Inc. — all reported plans
- Vance Family Medicine, P.A. 401(K) Profit Sharing Plan (plan 001)
- Vance Family Medicine, P.A. — all reported plans
- Holland Supply Company Employee Stock Ownership Plan (plan 002)
- Holland Supply Company — all reported plans
- Charles Boyd Chevrolet-Cadillac-Buick-Gmc, Inc. 401(K) Plan (plan 001)
- Charles Boyd Chevrolet-Cadillac-Buick-Gmc, Inc. — all reported plans
- Isg-Cc, Inc. 401(K) Profit Sharing Plan (plan 001)
- Isg-Cc, Inc. — all reported plans
- Bora Inc. 401(K) Plan (plan 001)
- Bora Inc. — all reported plans
- Heka Treasures Company 401(K) Plan (plan 001)
- Heka Treasures Company — all reported plans
- E Z Solutions, Inc. Profit Sharing Plan (plan 001)
- E Z Solutions, Inc. — all reported plans
- M R Williams Inc Employee Benefit Plan (plan 503)
- Roses Stores Inc Retired Life Plan (plan 503)
- Variety Stores, LLC — all reported plans
- P&H Holdings Health And Welfare Plan (plan 502)
- P&H Holdings, Inc — all reported plans
- Variety Wholesalers Inc Cafeteria Plan (plan 501)
- Margate Health & Rehab Center Welfare Benefits Plan (plan 501)
- Margate Health & Rehab Center, LLC & Affiliates — all reported plans
- M. R. Williams, Inc. Section 125 Plan (plan 502)
- Methodology
- Data sources