Plan5500

Knightdale, 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, Knightdale, NC has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $36,342,929 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
5
Latest filing year
2023

What stands out in Knightdale

  • 6 loaded plans hold $36.3M in reported assets across 5 sponsors.
  • The largest, Wake Stone Corporation Profit Sharing And 401(K) Plan, holds 92% of reported Knightdale plan assets.
  • Plans cover 345 participants — about 58 per plan.
  • 83% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$36.3MSummed across loaded plans$36,342,929
Total reported assets$36.3M$36,342,929
Total reported participants345
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$36.3M total assets
Net assets$36.3MLiabilities$0
Contributions & income
Employer contributions$2.2M
Participant contributions$1.1M
Total income / additions$7.7M
Expenses & distributions
Benefits paid / distributions$2.5M
Total expenses$2.5M
Net increase / (decrease)$5.2M

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation2 / 6 (33%)

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

Knightdale market comparison

Largest plan share of assets92%Wake Stone Corporation Profit Sharing And 401(K) Plan
Participants per plan58Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Knightdale

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

  1. 1
    Wake Stone Corporation Profit Sharing And 401(K) Plan$33.4M
    Wake Stone Corporation · 2023
  2. 2
    Bulldog Industries, Inc. 401(K) Plan$2.6M
    Bulldog Industries, Inc. · 2023
  3. 3
    Jennymac Corporation 401(K) Profit Sharing Plan$268.3K
    Jennymac Corporation · 2023
  4. 4
    Oak City Brewing Retirement Plan$100.5K
    Oak City Brewing Company · 2023
  5. 5
    Cornerstone Leadership Development Inc. 401(K) Plan$0
    Cornerstone Leadership Development Inc. · 2023
  6. 6
    Wake Stone Corporation Employee Benefit Plannot reported in the loaded dataset
    Wake Stone Corporation · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Knightdale, NC?
6 plan(s) reported by 5 sponsor(s) are loaded for Knightdale, NC.

Related Form 5500 pages