Plan5500

Mint Hill, 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, Mint Hill, NC has 9 loaded benefit plan(s) reported by 8 plan sponsor(s), with $17,109,281 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
8
Latest filing year
2023

What stands out in Mint Hill

  • 9 loaded plans hold $17.1M in reported assets across 8 sponsors.
  • The largest, Fhg, Inc. Retirement Savings Plan, holds 55% of reported Mint Hill plan assets.
  • Plans cover 627 participants — about 70 per plan.
  • 89% of loaded plans report full Schedule H/I financial statements.
  • 22% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$17.1MSummed across loaded plans$17,109,281
Total reported assets$17.1M$17,109,281
Total reported participants627
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$17.1M total assets
Net assets$17.1MLiabilities$0
Contributions & income
Employer contributions$519.8K
Participant contributions$1.5M
Total income / additions$4.9M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.5M
Net increase / (decrease)$3.4M

Data coverage

Plans with financial statements8 / 9 (89%)
Plans with provider compensation2 / 9 (22%)

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

Mint Hill market comparison

Largest plan share of assets55%Fhg, Inc. Retirement Savings Plan
Participants per plan70Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Mint Hill

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

  1. 1
    Fhg, Inc. Retirement Savings Plan$9.4M
    Fhg, Inc. · 2023
  2. 2
    Blue Dot Readi-Mix, LLC 401(K) Retirement Plan$6.4M
    Blue Dot Readi-Mix, LLC · 2023
  3. 3
    Five Oaks Management Company Retirement Plan$477.8K
    Five Oaks Management Company · 2023
  4. 4
    Nettnin Ventures Inc. Retirement Plan$357.4K
    Nettnin Ventures Inc. · 2023
  5. 5
    Scilo Incorporated 401(K) Profit Sharing Plan$169.4K
    Scilo Incorporated · 2023
  6. 6
    Houck Industries, Inc. Retirement Plan$142.9K
    Houck Industries, Inc. · 2023
  7. 7
    Skyline Sport Aero Retirement Plan$108K
    Skyline Sport Aero, Inc. · 2023
  8. 8
    D'Alessandro Enterprises, Inc. 401(K) Profit Sharing Plan$65.5K
    D'Alessandro Enterprises, Inc. · 2023
  9. 9
    Fhg, Inc Welfare Benefits Plannot reported in the loaded dataset
    Fhg, Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Mint Hill, NC?
9 plan(s) reported by 8 sponsor(s) are loaded for Mint Hill, NC.

Related Form 5500 pages