Marion, 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, Marion, NC has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $231,889 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $231,889
- Total reported liabilities (EOY)
- $27,856
- Total reported net assets (EOY)
- $204,033
Contributions & income
- Employer contributions
- $425,210
- Participant contributions
- $139,508
- Total income / additions
- $717,341
Expenses & distributions
- Benefits paid / distributions
- $238,445
- Total expenses
- $4,832,289
- Net increase / (decrease)
- -$4,114,948
Coverage
- Total reported participants
- 185
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Marion, 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 |
|---|---|---|---|
| Alfred M Shiver Pa Employees 401-K Profit Sharing Plan And Trust | Alfred M Shiver Pa | $173,899 | 2023 |
| Mpv Morganton Pressure Vessels North Carolina L.L.C. Group Medical Plan | Mpv Morganton Pressure Vessels North Carolina L.L.C. | $57,990 | 2023 |
| Gary Grindstaff Dds Emp Profit Sharing Plan | Dr Gary Grindstaff Dds Ps | $0 | 2023 |
| Mcdowell Technical Community College | Mcdowell Technical Community College | not reported in the loaded dataset | 2023 |
| Judges Countryside Bbq, LLC Employee Benefit Plan | Judges Countryside Bbq, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Marion → · Marion plans by participants → · Marion plans with financial data → · Marion plans with provider compensation → · $1B+ plans in Marion →
Related Form 5500 pages
- All NC Form 5500 filings
- Alfred M Shiver Pa Employees 401-K Profit Sharing Plan And Trust (plan 002)
- Alfred M Shiver Pa — all reported plans
- Mpv Morganton Pressure Vessels North Carolina L.L.C. Group Medical Plan (plan 501)
- Mpv Morganton Pressure Vessels North Carolina L.L.C. — all reported plans
- Gary Grindstaff Dds Emp Profit Sharing Plan (plan 001)
- Dr Gary Grindstaff Dds Ps — all reported plans
- Mcdowell Technical Community College (plan 501)
- Mcdowell Technical Community College — all reported plans
- Judges Countryside Bbq, LLC Employee Benefit Plan (plan 501)
- Judges Countryside Bbq, LLC — all reported plans
- Methodology
- Data sources