Plan5500

Marshville, 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, Marshville, NC has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $15,296,001 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

What stands out in Marshville

  • 2 loaded plans hold $15.3M in reported assets across 1 sponsors.
  • The largest, Edwards Wood Products, Inc. 401(K) Retirement Plan, holds 100% of reported Marshville plan assets.
  • Plans cover 1,511 participants — about 756 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$15.3MSummed across loaded plans$15,296,001
Total reported assets$15.3M$15,296,001
Total reported participants1.5K1,511
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$15.3M total assets
Net assets$15.3MLiabilities$0
Contributions & income
Employer contributions$519.6K
Participant contributions$1.5M
Total income / additions$3.9M
Expenses & distributions
Benefits paid / distributions$1.7M
Total expenses$1.7M
Net increase / (decrease)$2.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

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

Marshville market comparison

Largest plan share of assets100%Edwards Wood Products, Inc. 401(K) Retirement Plan
Participants per plan756Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Marshville

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

  1. 1
    Edwards Wood Products, Inc. 401(K) Retirement Plan$15.3M
    Edwards Wood Products · 2023
  2. 2
    Edwards Wood Products, Inc. Employee Benefit Plannot reported in the loaded dataset
    Edwards Wood Products, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Marshville, NC?
2 plan(s) reported by 1 sponsor(s) are loaded for Marshville, NC.

Related Form 5500 pages