Plan5500

Lillington, 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, Lillington, NC has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $12,529,262 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Lillington

  • 3 loaded plans hold $12.5M in reported assets across 2 sponsors.
  • The largest, Boon Edam, Inc. 401(K) Plan, holds 98% of reported Lillington plan assets.
  • Plans cover 402 participants — about 134 per plan.
  • 67% 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$12.5MSummed across loaded plans$12,529,262
Total reported assets$12.5M$12,529,262
Total reported participants402
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12.5M total assets
Net assets$12.5MLiabilities$0
Contributions & income
Employer contributions$415.4K
Participant contributions$1.2M
Total income / additions$3.6M
Expenses & distributions
Benefits paid / distributions$1.8M
Total expenses$1.8M
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Lillington market comparison

Largest plan share of assets98%Boon Edam, Inc. 401(K) Plan
Participants per plan134Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Lillington

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

  1. 1
    Boon Edam, Inc. 401(K) Plan$12.2M
    Boon Edam, Inc. · 2023
  2. 2
    Scott Tomlinson Incorporated 401(K) Profit Sharing Plan$284.8K
    Scott Tomlinson Incorporated · 2023
  3. 3
    Boon Edam, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Boon Edam Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lillington, NC?
3 plan(s) reported by 2 sponsor(s) are loaded for Lillington, NC.

Related Form 5500 pages