Plan5500

Holly Ridge, 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, Holly Ridge, NC has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $1,018,494 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Holly Ridge

  • 1 loaded plans hold $1M in reported assets across 1 sponsors.
  • The largest, Hometell Properties, Inc. 401(K) Plan, holds 100% of reported Holly Ridge plan assets.
  • Plans cover 2 participants — about 2 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$1.2MSummed across loaded plans$1,153,068
Total reported assets$1M$1,018,494
Total reported participants2
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1M total assets
Net assets$1.2MLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$3.8K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)-$3.8K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Holly Ridge market comparison

Largest plan share of assets100%Hometell Properties, Inc. 401(K) Plan
Participants per plan2Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Holly Ridge

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

  1. 1
    Hometell Properties, Inc. 401(K) Plan$1M
    Hometell Properties, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Holly Ridge, NC?
1 plan(s) reported by 1 sponsor(s) are loaded for Holly Ridge, NC.

Related Form 5500 pages