Plan5500

Mill Spring, 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, Mill Spring, NC has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $3,263,587 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
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.3MSummed across loaded plans$3,263,587
Total reported assets$3.3M$3,263,587
Total reported participants501
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.3M total assets
Net assets$3.3MLiabilities$0
Contributions & income
Employer contributions$157.4K
Participant contributions$293.6K
Total income / additions$1M
Expenses & distributions
Benefits paid / distributions$300.6K
Total expenses$330.9K
Net increase / (decrease)$671.8K

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation2 / 3 (67%)

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

Mill Spring market comparison

Largest plan share of assets100%Cooperriis, Inc. 403(B) Plan
Participants per plan167Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Mill Spring

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

  1. 1
    Cooperriis, Inc. 403(B) Plan$3.3M
    Cooperriis, Inc · 2023
  2. 2
    Pavillon International Health & Welfare Plannot reported in the loaded dataset
    Pavillon International, Inc. · 2023
  3. 3
    Cooperriis Inc Premium Only Plannot reported in the loaded dataset
    Cooperriis Inc · 2023

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

Related Form 5500 pages