Lewisville, 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, Lewisville, NC has 7 loaded benefit plan(s) reported by 4 plan sponsor(s), with $70,769,564 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $70,769,564
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $70,769,564
Contributions & income
- Employer contributions
- $1,432,861
- Participant contributions
- $3,072,383
- Total income / additions
- $12,473,315
Expenses & distributions
- Benefits paid / distributions
- $6,525,407
- Total expenses
- $6,675,602
- Net increase / (decrease)
- $5,797,713
Coverage
- Total reported participants
- 3,240
- Plans with financial statements
- 4
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lewisville, 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 |
|---|---|---|---|
| Forsyth Country Day School Defined Contribution Re | Forsyth Country Day School | $35,388,280 | 2023 |
| Kelc 401(K) Savings Plan | Kaplan Early Learning Company | $34,808,628 | 2023 |
| Madison Bennett Retirement Plan | Madison Bennett Corporation | $437,950 | 2023 |
| Grace Group, Inc. 401(K) Plan | Grace Group, Inc. | $134,706 | 2023 |
| Kaplan Early Learning Company Health And Welfare Benefit Plan | Kaplan Early Learning Company | not reported in the loaded dataset | 2023 |
| Forsyth Country Day School, Inc. Section 125 Cafeteria Plan | Forsyth Country Day School | not reported in the loaded dataset | 2023 |
| Forsyth Country Day School Section 105 Health Reimbursement Plan | Forsyth Country Day School, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Lewisville → · Lewisville plans by participants → · Lewisville plans with financial data → · Lewisville plans with provider compensation → · $1B+ plans in Lewisville →
Related Form 5500 pages
- All NC Form 5500 filings
- Forsyth Country Day School Defined Contribution Re (plan 001)
- Forsyth Country Day School — all reported plans
- Kelc 401(K) Savings Plan (plan 002)
- Kaplan Early Learning Company — all reported plans
- Madison Bennett Retirement Plan (plan 001)
- Madison Bennett Corporation — all reported plans
- Grace Group, Inc. 401(K) Plan (plan 001)
- Grace Group, Inc. — all reported plans
- Kaplan Early Learning Company Health And Welfare Benefit Plan (plan 501)
- Forsyth Country Day School, Inc. Section 125 Cafeteria Plan (plan 502)
- Forsyth Country Day School Section 105 Health Reimbursement Plan (plan 503)
- Methodology
- Data sources