Hillsborough, 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, Hillsborough, NC has 13 loaded benefit plan(s) reported by 9 plan sponsor(s), with $120,902,410 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
9
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$120,902,410
Total reported liabilities (EOY)
$132,618
Total reported net assets (EOY)
$120,769,792

Contributions & income

Employer contributions
$3,847,599
Participant contributions
$5,448,929
Total income / additions
$27,882,693

Expenses & distributions

Benefits paid / distributions
$8,930,966
Total expenses
$9,077,458
Net increase / (decrease)
$18,805,235

Coverage

Total reported participants
3,461
Plans with financial statements
9
Plans with provider compensation
5

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Hillsborough, 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 Hillsborough, NC
PlanSponsorReported assets (EOY)Year
Sports Endeavors, LLC 401(K) PlanSports Endeavors, LLC$48,000,8732023
Phe, Inc. Employees 401(K) And Profit Sharing Plan And TrustPhe, Inc.$38,614,2222023
Summit Design And Engineering Services, Pllc Employees Savings TrustSummit Design And Engineering Services, Pllc$19,996,7852023
Weaver Street Market Retirement TrustWeaver Street Market$8,669,5092023
Vip Computer Systems Inc Profit Sharing Plan & TrustVip Computer Systems Inc$3,221,2832023
Oe Enterprises, Inc. 401(K) PlanOe Enterprises, Inc.$2,075,2262023
Taylor Usa, Inc. 401(K) Profit Sharing PlanTaylor Usa, Inc.$286,1052023
Macmasb3 Services, Inc. 401(K) Profit Sharing PlanMacmasb3 Services, Inc.$36,7012023
Seipp, Inc. Profit Sharing PlanSeipp, Incorporated$1,7062023
Summit Design And Engineering Services, Pllc Health And Welfare PlanSummit Design And Engineering Services, Pllcnot reported in the loaded dataset2023
Weaver Street Market Employee Benefits PlanWeaver Street Marketnot reported in the loaded dataset2023
Phe, Inc. Cafeteria PlanPhe, Incnot reported in the loaded dataset2023
Sports Endeavors Health And Welfare PlanSports Endeavors, LLC.not reported in the loaded dataset2023

Related Form 5500 pages