Holly Springs, 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 Springs, NC has 15 loaded benefit plan(s) reported by 15 plan sponsor(s), with $14,489,387 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
15
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$14,489,387
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$14,490,551

Contributions & income

Employer contributions
$165,165
Participant contributions
$1,629,504
Total income / additions
$2,882,100

Expenses & distributions

Benefits paid / distributions
$2,627,483
Total expenses
$2,699,726
Net increase / (decrease)
$182,374

Coverage

Total reported participants
1,191
Plans with financial statements
14
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Holly Springs, 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 Holly Springs, NC
PlanSponsorReported assets (EOY)Year
Mycomputercareer, Inc. 401(K) PlanMycomputercareer, Inc$7,326,7862023
919 Marketing 401(K) Plan919 Marketing, Inc.$4,208,0632023
Jde Service 401kJd Educational Service Inc.$1,088,4922023
Wolf Wellness Inc. Retirement PlanWolf Wellness Inc.$492,1252023
Avera Enterprises, Inc. Retirement PlanAvera Enterprises, Inc.$405,3742023
Leftcoast Diversified, Inc. 401(K) Profit Sharing PlanLeftcoast Diversified, Inc.$361,1572023
Food Forward Inc. 401(K) PlanFood Forward Inc.$244,9462023
The Pine Dog Group Incorporated 401(K) Profit Sharing PlanThe Pine Dog Group Incorporated$174,6132023
Balt Enterprises, Inc. 401k Profit Sharing PlanBalt Enterprises, Inc.$115,8472023
Gary Filippi Insurance Group Inc. 401(K) PlanGary Filippi Insurance Group Inc.$71,0702023
The Slas Corporation 401(K) Profit Sharing PlanThe Slas Corporation$9142023
Nitro Ventures, Inc. 401(K) PlanNitro Ventures, Inc.$02023
Outsourcedresults, Inc. 401(K) PlanOutsourcedresults, Inc.$02023
Passion For Wow, Inc. Profit Sharing PlanPassion For Wow, Inc.$02023
Triangle Education Organization Life PlanTriangle Education Organizationnot reported in the loaded dataset2023

Related Form 5500 pages