Plan5500

Indian Trail, 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, Indian Trail, NC has 12 loaded benefit plan(s) reported by 12 plan sponsor(s), with $5,895,031 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
12
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.2MSummed across loaded plans$7,222,045
Total reported assets$5.9M$5,895,031
Total reported participants534
Total reported liabilities$9.7K$9,721

Reported net position

Reported assets = net assets + liabilities (summed)$5.9M total assets
Net assets$7.2MLiabilities$9.7K
Contributions & income
Employer contributions$35.8K
Participant contributions$116.1K
Total income / additions$15.9M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.4M
Net increase / (decrease)$14.6M

Data coverage

Plans with financial statements10 / 12 (83%)
Plans with provider compensation1 / 12 (8%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Indian Trail, 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

Indian Trail market comparison

Largest plan share of assets43%Ride Now Motors 401(K) Plan
Participants per plan45Average across loaded plans
Plan sponsors12
Ranked by reported assets

Largest loaded plans in Indian Trail

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

  1. 1
    Ride Now Motors 401(K) Plan$2.5M
    Ganam Group LLC Dba Ride Now Motors · 2023
  2. 2
    Acm Ventures, Inc. 401(K) Profit Sharing Plan$1.1M
    Acm Ventures, Inc. · 2023
  3. 3
    East Creek, Inc. Profit Sharing Plan$724.1K
    East Creek, Inc. · 2023
  4. 4
    Fhl Enterprises Inc. 401(K) Plan$501.6K
    Fhl Enterprises Inc. · 2023
  5. 5
    Double Radius, Inc Employee Stock Ownership Plan$306.3K
    Double Radius, Inc Employee Stock Ownership Plan · 2023
  6. 6
    D&S Home Services, Inc. Retirement Plan$235.3K
    D&S Home Services, Inc. · 2023
  7. 7
    Watchstone Investments 401k$219.9K
    Watchstone Investments, Inc. · 2023
  8. 8
    Peter E. Frank Insurance Agency, Inc. 401k Profit Sharing Plan$167.4K
    Peter E. Frank Insurance Agency, Inc. · 2023
  9. 9
    Bl2 Group, Inc. Retirement Plan$128.5K
    Bl2 Group, Inc. · 2023
  10. 10
    Indian Trail Alcoholic Beverag 401(K) Profit Sharing Plan & Trust$6K
    Indian Trail Alcoholic Beverag · 2023
  11. 11
    Sealing Agents Waterproofing Inc. Employee Benefit Plannot reported in the loaded dataset
    Sealing Agents Waterproofing Inc. · 2023
  12. 12
    Alpha Omega Construction Group, Inc. Health And Welfare Plannot reported in the loaded dataset
    Alpha Omega Construction Group, Inc. · 2023

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

Related Form 5500 pages