Jefferson, 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, Jefferson, NC has 6 loaded benefit plan(s) reported by 3 plan sponsor(s), with $32,354,346 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $32,354,346
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $32,354,346
Contributions & income
- Employer contributions
- $808,916
- Participant contributions
- $2,892,315
- Total income / additions
- $8,049,272
Expenses & distributions
- Benefits paid / distributions
- $3,885,755
- Total expenses
- $4,190,663
- Net increase / (decrease)
- $3,858,609
Coverage
- Total reported participants
- 1,658
- Plans with financial statements
- 3
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Jefferson, 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 |
|---|---|---|---|
| James R. Vannoy & Sons 401(K) Profit Sharing Plan | James R. Vannoy & Sons Construction Company, Inc. | $21,203,508 | 2023 |
| Ashe Memorial Hospital 403(B) Plan | Ashe Memorial Hospital | $11,150,838 | 2023 |
| James R Vannoy & Sons Construction Company Section 125 Plan | James R. Vannoy & Sons Const. Company, Inc. | $0 | 2023 |
| Edward J Bauman Associates Inc American Emergency Vehicles | Halcore Group In | not reported in the loaded dataset | 2023 |
| The Ashe Memorial Hospital Employee Group Medical Benefits Plan | Ashe Memorial Hospital | not reported in the loaded dataset | 2023 |
| The Ashe Memorial Hospital Other Benefits Plan | Ashe Memorial Hospital | not reported in the loaded dataset | 2023 |
Largest plans in Jefferson → · Jefferson plans by participants → · Jefferson plans with financial data → · Jefferson plans with provider compensation → · $1B+ plans in Jefferson →
Related Form 5500 pages
- All NC Form 5500 filings
- James R. Vannoy & Sons 401(K) Profit Sharing Plan (plan 001)
- James R. Vannoy & Sons Construction Company, Inc. — all reported plans
- Ashe Memorial Hospital 403(B) Plan (plan 006)
- Ashe Memorial Hospital — all reported plans
- James R Vannoy & Sons Construction Company Section 125 Plan (plan 501)
- Edward J Bauman Associates Inc American Emergency Vehicles (plan 501)
- Halcore Group In — all reported plans
- The Ashe Memorial Hospital Employee Group Medical Benefits Plan (plan 501)
- The Ashe Memorial Hospital Other Benefits Plan (plan 505)
- Methodology
- Data sources