Plan5500

Kannapolis, 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, Kannapolis, NC has 9 loaded benefit plan(s) reported by 8 plan sponsor(s), with $36,731,542 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
8
Latest filing year
2023

What stands out in Kannapolis

  • 9 loaded plans hold $36.7M in reported assets across 8 sponsors.
  • The largest, Stewart-Haas Racing LLC 401k Plan, holds 92% of reported Kannapolis plan assets.
  • Plans cover 1,234 participants — about 137 per plan.
  • 56% of loaded plans report full Schedule H/I financial statements.
  • 11% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$36.7MSummed across loaded plans$36,731,542
Total reported assets$36.7M$36,731,542
Total reported participants1.2K1,234
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$36.7M total assets
Net assets$36.7MLiabilities$0
Contributions & income
Employer contributions$833.7K
Participant contributions$2.1M
Total income / additions$8.5M
Expenses & distributions
Benefits paid / distributions$2.2M
Total expenses$2.3M
Net increase / (decrease)$6.2M

Data coverage

Plans with financial statements5 / 9 (56%)
Plans with provider compensation1 / 9 (11%)

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

Kannapolis market comparison

Largest plan share of assets92%Stewart-Haas Racing LLC 401k Plan
Participants per plan137Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Kannapolis

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

  1. 1
    Stewart-Haas Racing LLC 401k Plan$33.9M
    Stewart-Haas Racing, LLC · 2023
  2. 2
    Hubbard & Associates, Inc. 401(K) Plan$2.4M
    Hubbard & Associates, Inc. · 2023
  3. 3
    Team D. Holdings 401k Trust$319.9K
    Team D. Holdings Inc. · 2023
  4. 4
    Jk Distribution Retirement Plan$40.6K
    Jk Distribution Inc · 2023
  5. 5
    Grit N' Grace Enterprises Inc. 401(K) Plan$0
    Grit N' Grace Enterprises Inc. · 2023
  6. 6
    Life And Ad&D Insurancenot reported in the loaded dataset
    North Charlotte Landscape Management, Inc. · 2023
  7. 7
    Stewart-Haas Racing Employee Health And Welfare Plannot reported in the loaded dataset
    Stewart-Haas Racing, LLC · 2023
  8. 8
    Sb2 Group Benefit Plannot reported in the loaded dataset
    Senior Ventures & Management · 2023
  9. 9
    Advantage Surveillancenot reported in the loaded dataset
    Advantage Surveillance, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Kannapolis, NC?
9 plan(s) reported by 8 sponsor(s) are loaded for Kannapolis, NC.

Related Form 5500 pages