Lemon 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, Lemon Springs, NC has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $10,780,359 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$10,780,359
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$10,780,359

Contributions & income

Employer contributions
$180,722
Participant contributions
$492,818
Total income / additions
$2,028,250

Expenses & distributions

Benefits paid / distributions
$1,654,580
Total expenses
$1,723,198
Net increase / (decrease)
$305,052

Coverage

Total reported participants
709
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lemon 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 Lemon Springs, NC
PlanSponsorReported assets (EOY)Year
Sanford Contractors, Inc. Retirement PlanSanford Contractors, Inc.$10,780,3592023
Sanford Contractors, Inc. Sci Corp. Health Benefit PlanSanford Contractors Inc.not reported in the loaded dataset2023

Related Form 5500 pages